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Bernicke Wealth Management’s DTE Energy DTE Stock Holding History

Bernicke 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 		$230K Hold
1,509
– – 0.03% 102
2026
Q1 		$221K Buy
+1,509
New +$212K 0.03% 97

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Bernicke Wealth Management held its DTE Energy (DTE) position steady in Q2 2026 at 1,509 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #102.

Bernicke Wealth Management first reported a position in DTE in Q1 2026 and has held it in 2 quarters since. 829 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Bernicke Wealth Management held 1,509 shares of DTE Energy worth $230K as of Q2 2026.
  • Bernicke Wealth Management left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up 0.03% of Bernicke Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Bernicke Wealth Management first reported a position in DTE Energy in Q1 2026 and has held it in 2 quarters since.
  • 829 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.