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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return