Activest Wealth Management
DTE icon

Activest Wealth Management’s DTE Energy DTE Stock Holding History

Activest 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
Q3 		$1.1K Sell
9
-109
-92% -$15.1K ﹤0.01% 840
2026
Q2 		$18K Buy
118
+109
+1,211% +$15.9K ﹤0.01% 467
2026
Q1 		$1.32K Buy
+9
New +$1.26K ﹤0.01% 999
2025
Q4 		– Sell
-10
Closed -$1.41K – 1185
2025
Q3 		$1.41K Buy
10
+4
+67% +$548 ﹤0.01% 830
2025
Q2 		$795 Sell
6
-1
-14% -$134 ﹤0.01% 796
2025
Q1 		$968 Buy
+7
New +$893 ﹤0.01% 771

Other funds holding DTE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Activest Wealth Management's DTE Position: Q3 2026 in Review

Activest Wealth Management reduced its DTE Energy (DTE) stake by 92% in Q3 2026, selling an estimated $15.1K and leaving 9 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Activest Wealth Management first reported a position in DTE in Q1 2025 and has held it in 6 quarters since. The position peaked at $18K in Q2 2026. 829 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Activest Wealth Management held 9 shares of DTE Energy worth $1.1K as of Q3 2026.
  • Activest Wealth Management sold 109 DTE Energy shares in Q3 2026, an estimated $15.1K.
  • DTE Energy made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #840 holding.
  • Activest Wealth Management first reported a position in DTE Energy in Q1 2025 and has held it in 6 quarters since.
  • Activest Wealth Management's DTE Energy position peaked at $18K in Q2 2026.
  • 829 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.