Beaird Harris Wealth Management’s DTE Energy DTE Stock Holding History

Beaird Harris 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	$15.2K	Hold	100	–	–	﹤0.01%	358
2026 Q1	$14.6K	Hold	100	–	–	﹤0.01%	340
2025 Q4	$12.9K	Hold	100	–	–	﹤0.01%	373
2025 Q3	$14.1K	Hold	100	–	–	﹤0.01%	359
2025 Q2	$13.2K	Hold	100	–	–	﹤0.01%	361
2025 Q1	$13.8K	Sell	100 -735	-88%	-$93.8K	﹤0.01%	338
2024 Q4	$101K	Hold	835	–	–	0.01%	173
2024 Q3	$107K	Sell	835 -1,000	-54%	-$121K	0.01%	172
2024 Q2	$204K	Sell	1,835 -4	-0.2%	-$447	0.02%	121
2024 Q1	$206K	Hold	1,839	–	–	0.02%	116
2023 Q4	$203K	Buy	1,839 +4	+0.2%	+$410	0.02%	106
2023 Q3	$182K	Hold	1,835	–	–	0.02%	102
2023 Q2	$202K	Hold	1,835	–	–	0.02%	97
2023 Q1	$201K	Sell	1,835 -29	-2%	-$3.25K	0.04%	85
2022 Q4	$219K	Sell	1,864 -21	-1%	-$2.38K	0.04%	84
2022 Q3	$217K	Buy	1,885 +795	+73%	+$103K	0.05%	77
2022 Q2	$138K	Buy	1,090 +195	+22%	+$25.4K	0.04%	77
2022 Q1	$118K	Buy	895 +100	+13%	+$12.2K	0.04%	117
2021 Q4	$95K	Buy	+795	New	+$90.9K	0.03%	172

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

Beaird Harris Wealth Management's DTE Position: Q2 2026 in Review

Beaird Harris Wealth Management held its DTE Energy (DTE) position steady in Q2 2026 at 100 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Beaird Harris Wealth Management first reported a position in DTE in Q4 2021 and has held it in 19 quarters since. The position peaked at $219K in Q4 2022. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Beaird Harris Wealth Management held 100 shares of DTE Energy worth $15.2K as of Q2 2026.
Beaird Harris Wealth Management left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #358 holding.
Beaird Harris Wealth Management first reported a position in DTE Energy in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's DTE Energy position peaked at $219K in Q4 2022.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.