Abound Wealth Management’s DTE Energy DTE Stock Holding History

Abound Wealth Management’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	–	Sell	-19	Closed	-$2.78K	–	1429
2026 Q1	$2.78K	Buy	19 +7	+58%	+$984	﹤0.01%	850
2025 Q4	$1.55K	Hold	12	–	–	﹤0.01%	875
2025 Q3	$1.7K	Hold	12	–	–	﹤0.01%	829
2025 Q2	$1.59K	Hold	12	–	–	﹤0.01%	770
2025 Q1	$1.66K	Hold	12	–	–	﹤0.01%	717
2024 Q4	$1.45K	Hold	12	–	–	﹤0.01%	701
2024 Q3	$1.54K	Hold	12	–	–	﹤0.01%	737
2024 Q2	$1.33K	Hold	12	–	–	﹤0.01%	689
2024 Q1	$1.35K	Hold	12	–	–	﹤0.01%	732
2023 Q4	$1.32K	Sell	12 -4	-25%	-$410	﹤0.01%	723
2023 Q3	$1.59K	Buy	16 +2	+14%	+$215	﹤0.01%	645
2023 Q2	$1.54K	Buy	14 +2	+17%	+$223	﹤0.01%	677
2023 Q1	$1.31K	Hold	12	–	–	﹤0.01%	621
2022 Q4	$1.41K	Hold	12	–	–	﹤0.01%	581
2022 Q3	$1.38K	Buy	+12	New	+$1.55K	﹤0.01%	551

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

Abound Wealth Management's DTE Position: Q2 2026 in Review

Abound Wealth Management sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 19 shares — an estimated $2.78K sold.

Abound Wealth Management first reported a position in DTE in Q3 2022 and held it in 15 quarters. The position peaked at $2.78K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Abound Wealth Management reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 19 DTE Energy shares in Q2 2026, an estimated $2.78K.
Abound Wealth Management first reported a position in DTE Energy in Q3 2022 and held it in 15 quarters.
Abound Wealth Management's DTE Energy position peaked at $2.78K in Q1 2026.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.