AWM
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Accurate Wealth Management’s DTE Energy DTE Stock Holding History

Accurate 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 		$262K Sell
1,740
-59
-3% -$8.62K 0.02% 493
2026
Q1 		$269K Buy
1,799
+8
+0.4% +$1.13K 0.03% 440
2025
Q4 		$233K Sell
1,791
-47
-3% -$6.38K 0.03% 460
2025
Q3 		$260K Buy
+1,838
New +$252K 0.03% 423
2023
Q1 		– Sell
-31
Closed -$3.72K – 564
2022
Q4 		$3.72K Buy
+31
New +$3.52K ﹤0.01% 1079

Other funds holding DTE

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

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

Accurate Wealth Management reduced its DTE Energy (DTE) stake by 3.3% in Q2 2026, selling an estimated $8.62K and leaving 1,740 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #493.

Accurate Wealth Management first reported a position in DTE in Q4 2022 and has held it in 5 quarters since. The position peaked at $269K in Q1 2026. 377 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Accurate Wealth Management held 1,740 shares of DTE Energy worth $262K as of Q2 2026.
  • Accurate Wealth Management sold 59 DTE Energy shares in Q2 2026, an estimated $8.62K.
  • DTE Energy made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #493 holding.
  • Accurate Wealth Management first reported a position in DTE Energy in Q4 2022 and has held it in 5 quarters since.
  • Accurate Wealth Management's DTE Energy position peaked at $269K in Q1 2026.
  • 377 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.