BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s DT Midstream DTM Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, 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 Q3	$358K	Sell	3,000 -51	-2%	-$6.85K	0.1%	192
2026 Q2	$448K	Buy	3,051 +8	+0.3%	+$1.13K	0.06%	291
2026 Q1	$410K	Sell	3,043 -30	-1%	-$3.91K	0.06%	310
2025 Q4	$368K	Hold	3,073	–	–	0.05%	338
2025 Q3	$347K	Hold	3,073	–	–	0.05%	332
2025 Q2	$338K	Sell	3,073 -9	-0.3%	-$912	0.05%	318
2025 Q1	$297K	Sell	3,082 -948	-24%	-$94.8K	0.05%	360
2024 Q4	$401K	Hold	4,030	–	–	0.07%	256
2024 Q3	$317K	Buy	+4,030	New	+$301K	0.05%	362

Other funds holding DTM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s DTM Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its DT Midstream (DTM) stake by 1.7% in Q3 2026, selling an estimated $6.85K and leaving 3,000 shares worth $358K. The position accounts for 0.1% of the portfolio, ranked #192.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in DTM in Q3 2024 and has held it in 9 quarters since. The position peaked at $448K in Q2 2026. 552 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 3,000 shares of DT Midstream worth $358K as of Q3 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 51 DT Midstream shares in Q3 2026, an estimated $6.85K.
DT Midstream made up 0.1% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #192 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in DT Midstream in Q3 2024 and has held it in 9 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s DT Midstream position peaked at $448K in Q2 2026.
552 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.