Wealthspire Advisors (New York)’s DT Midstream DTM Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$216K	Sell	1,605 -585	-27%	-$76.3K	﹤0.01%	837
2025 Q4	$262K	Buy	2,190 +204	+10%	+$23.4K	﹤0.01%	863
2025 Q3	$225K	Sell	1,986 -155	-7%	-$16.2K	﹤0.01%	755
2025 Q2	$235K	Sell	2,141 -67	-3%	-$6.79K	﹤0.01%	737
2025 Q1	$213K	Sell	2,208 -437	-17%	-$43.7K	﹤0.01%	727
2024 Q4	$263K	Sell	2,645 -960	-27%	-$91.4K	﹤0.01%	673
2024 Q3	$284K	Sell	3,605 -79	-2%	-$5.89K	﹤0.01%	632
2024 Q2	$262K	Buy	+3,684	New	+$242K	﹤0.01%	567

Other funds holding DTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s DTM Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its DT Midstream (DTM) stake by 27% in Q1 2026, selling an estimated $76.3K and leaving 1,605 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Wealthspire Advisors (New York) first reported a position in DTM in Q2 2024 and has held it in 8 quarters since. The position peaked at $284K in Q3 2024. 681 funds tracked by Wall St. Rank hold DTM as of Q1 2026.

Wealthspire Advisors (New York) held 1,605 shares of DT Midstream worth $216K as of Q1 2026.
Wealthspire Advisors (New York) sold 585 DT Midstream shares in Q1 2026, an estimated $76.3K.
DT Midstream made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #837 holding.
Wealthspire Advisors (New York) first reported a position in DT Midstream in Q2 2024 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s DT Midstream position peaked at $284K in Q3 2024.
681 funds tracked by Wall St. Rank held DT Midstream as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.