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Bernard Wealth Management’s DTE Energy DTE Stock Holding History

Bernard 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 		$1.84M Buy
12,073
+463
+4% +$67.6K 0.68% 28
2026
Q1 		$1.7M Buy
11,610
+324
+3% +$45.6K 0.72% 26
2025
Q4 		$1.46M Buy
11,286
+211
+2% +$28.7K 0.59% 29
2025
Q3 		$1.57M Buy
11,075
+84
+0.8% +$11.5K 0.65% 27
2025
Q2 		$1.46M Buy
10,991
+801
+8% +$108K 0.67% 28
2025
Q1 		$1.41M Buy
10,190
+101
+1% +$12.9K 0.69% 27
2024
Q4 		$1.22M Buy
+10,089
New +$1.24M 0.57% 29

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

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

Bernard Wealth Management increased its DTE Energy (DTE) stake by 4% in Q2 2026, buying an estimated $67.6K and bringing the position to 12,073 shares worth $1.84M. The position accounts for 0.68% of the portfolio, ranked #28.

Bernard Wealth Management first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Bernard Wealth Management held 12,073 shares of DTE Energy worth $1.84M as of Q2 2026.
  • Bernard Wealth Management bought 463 DTE Energy shares in Q2 2026, an estimated $67.6K.
  • DTE Energy made up 0.68% of Bernard Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Bernard Wealth Management first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.