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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

PensionDanmark Copenhagen O, Denmark $12B AUM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return