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Aprio Wealth Management’s DTE Energy DTE Stock Holding History

Aprio 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 		$260K Buy
1,708
+58
+4% +$8.47K 0.01% 552
2026
Q1 		$241K Buy
1,650
+77
+5% +$10.8K 0.01% 549
2025
Q4 		$205K Sell
1,573
-182
-10% -$24.7K 0.01% 523
2025
Q3 		$248K Buy
1,755
+93
+6% +$12.7K 0.02% 371
2025
Q2 		$220K Buy
1,662
+210
+14% +$28.2K 0.02% 368
2025
Q1 		$201K Buy
+1,452
New +$185K 0.03% 360

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

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

Aprio Wealth Management increased its DTE Energy (DTE) stake by 3.5% in Q2 2026, buying an estimated $8.47K and bringing the position to 1,708 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #552.

Aprio Wealth Management first reported a position in DTE in Q1 2025 and has held it in 6 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Aprio Wealth Management held 1,708 shares of DTE Energy worth $260K as of Q2 2026.
  • Aprio Wealth Management bought 58 DTE Energy shares in Q2 2026, an estimated $8.47K.
  • DTE Energy made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #552 holding.
  • Aprio Wealth Management first reported a position in DTE Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.