Atlantic Edge Private Wealth Management’s DTE Energy DTE Stock Holding History

Atlantic Edge Private 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	$86.9K	Hold	570	–	–	0.02%	208
2026 Q1	$83.3K	Sell	570 -85	-13%	-$12K	0.02%	195
2025 Q4	$84.5K	Hold	655	–	–	0.02%	181
2025 Q3	$92.6K	Hold	655	–	–	0.02%	174
2025 Q2	$86.8K	Hold	655	–	–	0.02%	171
2025 Q1	$90.6K	Hold	655	–	–	0.03%	168
2024 Q4	$79.1K	Sell	655 -5,890	-90%	-$727K	0.02%	174
2024 Q3	$840K	Buy	6,545 +266	+4%	+$32.1K	0.26%	80
2024 Q2	$697K	Buy	6,279 +169	+3%	+$18.9K	0.23%	80
2024 Q1	$685K	Buy	6,110 +750	+14%	+$80.9K	0.24%	82
2023 Q4	$591K	Buy	+5,360	New	+$549K	0.24%	83

Other funds holding DTE

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

AFCM

Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Atlantic Edge Private Wealth Management's DTE Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its DTE Energy (DTE) position steady in Q2 2026 at 570 shares worth $86.9K. The position accounts for 0.02% of the portfolio, ranked #208.

Atlantic Edge Private Wealth Management first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. The position peaked at $840K in Q3 2024. 346 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Atlantic Edge Private Wealth Management held 570 shares of DTE Energy worth $86.9K as of Q2 2026.
Atlantic Edge Private Wealth Management left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #208 holding.
Atlantic Edge Private Wealth Management first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's DTE Energy position peaked at $840K in Q3 2024.
346 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

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