BTWM
DTE icon

Baker Tilly Wealth Management’s DTE Energy DTE Stock Holding History

Baker Tilly 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 		– Sell
-2,066
Closed -$302K – 296
2026
Q1 		$302K Sell
2,066
-904
-30% -$127K 0.07% 209
2025
Q4 		$383K Sell
2,970
-26
-0.9% -$3.53K 0.09% 187
2025
Q3 		$424K Sell
2,996
-77
-3% -$10.5K 0.1% 169
2025
Q2 		$407K Sell
3,073
-164
-5% -$22.1K 0.15% 149
2025
Q1 		$448K Buy
3,237
+33
+1% +$4.21K 0.18% 127
2024
Q4 		$387K Buy
3,204
+292
+10% +$36K 0.15% 151
2024
Q3 		$374K Buy
2,912
+636
+28% +$76.7K 0.17% 145
2024
Q2 		$253K Sell
2,276
-152
-6% -$17K 0.1% 222
2024
Q1 		$272K Buy
+2,428
New +$262K 0.05% 363

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

Baker Tilly Wealth Management's DTE Position: Q2 2026 in Review

Baker Tilly Wealth Management sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 2,066 shares — an estimated $302K sold.

Baker Tilly Wealth Management first reported a position in DTE in Q1 2024 and held it in 9 quarters. The position peaked at $448K in Q1 2025. 1,033 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Baker Tilly Wealth Management reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,066 DTE Energy shares in Q2 2026, an estimated $302K.
  • Baker Tilly Wealth Management first reported a position in DTE Energy in Q1 2024 and held it in 9 quarters.
  • Baker Tilly Wealth Management's DTE Energy position peaked at $448K in Q1 2025.
  • 1,033 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.