B. Riley Wealth Advisors’s DTE Energy DTE Stock Holding History

B. Riley Wealth Advisors’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	$233K	Buy	+1,511	New	+$221K	0.01%	715
2023 Q3	–	Sell	-38,432	Closed	-$4.23M	–	1554
2023 Q2	$4.23M	Buy	+38,432	New	+$4.28M	0.09%	216
2015 Q1	–	Sell	-401	Closed	-$29	–	922
2014 Q4	$29	Buy	+401	New	+$27.8K	﹤0.01%	2373
2014 Q3	–	Sell	-291	Closed	-$19.3K	–	949
2014 Q2	$19.3K	Buy	+291	New	+$18.9K	﹤0.01%	1483

Other funds holding DTE

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

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

CNB

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

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

B. Riley Wealth Advisors's DTE Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in DTE Energy (DTE) in Q2 2026: 1,511 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #715 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in DTE as recently as Q2 2023.

B. Riley Wealth Advisors first reported a position in DTE in Q2 2014 and has held it in 4 quarters since. The position peaked at $4.23M in Q2 2023. 260 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

B. Riley Wealth Advisors held 1,511 shares of DTE Energy worth $233K as of Q2 2026.
DTE Energy was a new B. Riley Wealth Advisors position in Q2 2026.
DTE Energy made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #715 holding.
B. Riley Wealth Advisors first reported a position in DTE Energy in Q2 2014 and has held it in 4 quarters since.
B. Riley Wealth Advisors's DTE Energy position peaked at $4.23M in Q2 2023.
260 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.