Planning Strategies Inc.’s DT Midstream DTM Stock Holding History

Planning Strategies Inc.’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 Q2	$31.7K	Buy	+216	New	+$30.6K	0.02%	202

Other funds holding DTM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Planning Strategies Inc.'s DTM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in DT Midstream (DTM) in Q2 2026: 216 shares worth $31.7K. The stake represents 0.02% of the portfolio and ranks #202 among its holdings.

215 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

Planning Strategies Inc. held 216 shares of DT Midstream worth $31.7K as of Q2 2026.
DT Midstream was a new Planning Strategies Inc. position in Q2 2026.
DT Midstream made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #202 holding.
215 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.