Axxcess Wealth Management’s DTE Energy DTE Stock Holding History

Axxcess 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	$1.23M	Buy	+8,067	New	+$1.18M	0.02%	484
2026 Q1	–	Sell	-9,796	Closed	-$1.26M	–	555
2025 Q4	$1.26M	Buy	9,796 +12	+0.1%	+$1.63K	0.02%	466
2025 Q3	$1.38M	Buy	9,784 +698	+8%	+$95.6K	0.03%	383
2025 Q2	$1.2M	Sell	9,086 -40	-0.4%	-$5.38K	0.03%	386
2025 Q1	$1.26M	Sell	9,126 -2,239	-20%	-$286K	0.03%	342
2024 Q4	$1.37M	Buy	11,365 +517	+5%	+$63.8K	0.03%	345
2024 Q3	$1.39M	Buy	10,848 +75	+0.7%	+$9.04K	0.03%	326
2024 Q2	$1.2M	Sell	10,773 -4	-0%	-$447	0.03%	340
2024 Q1	$1.21M	Buy	10,777 +1,557	+17%	+$168K	0.03%	334
2023 Q4	$1.02M	Buy	9,220 +3,384	+58%	+$347K	0.03%	351
2023 Q3	$579K	Buy	5,836 +3,702	+173%	+$398K	0.02%	437
2023 Q2	$235K	Buy	+2,134	New	+$238K	0.02%	519

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in DTE Energy (DTE) in Q2 2026: 8,067 shares worth $1.23M. The stake represents 0.02% of the portfolio and ranks #484 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DTE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DTE in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.39M in Q3 2024. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Axxcess Wealth Management held 8,067 shares of DTE Energy worth $1.23M as of Q2 2026.
DTE Energy was a new Axxcess Wealth Management position in Q2 2026.
DTE Energy made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #484 holding.
Axxcess Wealth Management first reported a position in DTE Energy in Q2 2023 and has held it in 12 quarters since.
Axxcess Wealth Management's DTE Energy position peaked at $1.39M in Q3 2024.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.