1 North Wealth Services’s DTE Energy DTE Stock Holding History

1 North Wealth Services’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.81K	Hold	25	–	–	﹤0.01%	251
2026 Q1	$3.66K	Hold	25	–	–	﹤0.01%	219
2025 Q4	$3.23K	Hold	25	–	–	﹤0.01%	231
2025 Q3	$3.54K	Hold	25	–	–	﹤0.01%	209
2025 Q2	$3.31K	Hold	25	–	–	﹤0.01%	209
2025 Q1	$3.46K	Buy	+25	New	+$3.19K	﹤0.01%	208
2019 Q4	$26K	Hold	235	–	–	0.02%	130
2019 Q3	$27K	Buy	+235	New	+$26K	0.02%	98
2019 Q1	$25K	Sell	235 -118	-33%	-$11.9K	0.02%	93
2018 Q4	$33K	Buy	+353	New	+$34.5K	0.03%	82

Other funds holding DTE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

1 North Wealth Services's DTE Position: Q2 2026 in Review

1 North Wealth Services held its DTE Energy (DTE) position steady in Q2 2026 at 25 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

1 North Wealth Services first reported a position in DTE in Q4 2018 and has held it in 10 quarters since. The position peaked at $33K in Q4 2018. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

1 North Wealth Services held 25 shares of DTE Energy worth $3.81K as of Q2 2026.
1 North Wealth Services left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #251 holding.
1 North Wealth Services first reported a position in DTE Energy in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's DTE Energy position peaked at $33K in Q4 2018.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.