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

Apollon 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 		$826K Buy
5,420
+2,164
+66% +$316K 0.01% 804
2026
Q1 		$476K Buy
3,256
+707
+28% +$99.4K 0.01% 885
2025
Q4 		$329K Sell
2,549
-57
-2% -$7.74K 0.01% 1023
2025
Q3 		$369K Sell
2,606
-76
-3% -$10.4K 0.01% 959
2025
Q2 		$355K Buy
2,682
+267
+11% +$35.9K 0.01% 947
2025
Q1 		$334K Buy
2,415
+254
+12% +$32.4K 0.01% 918
2024
Q4 		$261K Sell
2,161
-524
-20% -$64.6K 0.01% 996
2024
Q3 		$345K Sell
2,685
-61
-2% -$7.36K 0.01% 865
2024
Q2 		$305K Buy
2,746
+50
+2% +$5.59K 0.01% 859
2024
Q1 		$302K Buy
2,696
+219
+9% +$23.6K 0.01% 858
2023
Q4 		$273K Buy
+2,477
New +$254K 0.01% 878
2020
Q3 		– Sell
-206
Closed -$19K – 292
2020
Q2 		$19K Buy
+206
New +$18.2K 0.01% 376

Other funds holding DTE

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

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

Apollon Wealth Management increased its DTE Energy (DTE) stake by 66% in Q2 2026, buying an estimated $316K and bringing the position to 5,420 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #804.

Apollon Wealth Management first reported a position in DTE in Q2 2020 and has held it in 12 quarters since. 237 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Apollon Wealth Management held 5,420 shares of DTE Energy worth $826K as of Q2 2026.
  • Apollon Wealth Management bought 2,164 DTE Energy shares in Q2 2026, an estimated $316K.
  • DTE Energy made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #804 holding.
  • Apollon Wealth Management first reported a position in DTE Energy in Q2 2020 and has held it in 12 quarters since.
  • 237 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.