Wealth Enhancement Advisory Services’s DT Midstream DTM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.24M	Sell	10,021 -1,987	-17%	-$267K	﹤0.01%	2027
2026 Q2	$1.74M	Buy	12,008 +1,993	+20%	+$282K	﹤0.01%	1670
2026 Q1	$1.34M	Sell	10,015 -4,080	-29%	-$532K	﹤0.01%	1623
2025 Q4	$1.66M	Buy	14,095 +896	+7%	+$103K	﹤0.01%	1621
2025 Q3	$1.5M	Buy	13,199 +787	+6%	+$82.2K	﹤0.01%	1615
2025 Q2	$1.31M	Sell	12,412 -230	-2%	-$23.3K	﹤0.01%	1587
2025 Q1	$1.22M	Buy	12,642 +812	+7%	+$81.2K	﹤0.01%	1509
2024 Q4	$1.18M	Buy	11,830 +2,510	+27%	+$239K	﹤0.01%	1453
2024 Q3	$733K	Buy	9,320 +748	+9%	+$55.8K	﹤0.01%	1580
2024 Q2	$609K	Buy	8,572 +1,464	+21%	+$96.1K	﹤0.01%	1523
2024 Q1	$434K	Buy	7,108 +2,590	+57%	+$144K	﹤0.01%	1673
2023 Q4	$248K	Buy	4,518 +212	+5%	+$11.7K	﹤0.01%	1959
2023 Q3	$228K	Buy	+4,306	New	+$225K	﹤0.01%	1922

Other funds holding DTM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's DTM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its DT Midstream (DTM) stake by 17% in Q3 2026, selling an estimated $267K and leaving 10,021 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Wealth Enhancement Advisory Services first reported a position in DTM in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.74M in Q2 2026. 400 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

Wealth Enhancement Advisory Services held 10,021 shares of DT Midstream worth $1.24M as of Q3 2026.
Wealth Enhancement Advisory Services sold 1,987 DT Midstream shares in Q3 2026, an estimated $267K.
DT Midstream made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2027 holding.
Wealth Enhancement Advisory Services first reported a position in DT Midstream in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's DT Midstream position peaked at $1.74M in Q2 2026.
400 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.