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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Activest Wealth Management increased its DTE Energy (DTE) stake by 1,211% in Q2 2026, buying an estimated $15.9K and bringing the position to 118 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Activest Wealth Management first reported a position in DTE in Q1 2025 and has held it in 5 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Activest Wealth Management held 118 shares of DTE Energy worth $18K as of Q2 2026.
  • Activest Wealth Management bought 109 DTE Energy shares in Q2 2026, an estimated $15.9K.
  • DTE Energy made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #467 holding.
  • Activest Wealth Management first reported a position in DTE Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.