BL
DTE icon

BFSG LLC’s DTE Energy DTE Stock Holding History

BFSG LLC’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 		$7.62K Hold
50
– – ﹤0.01% 592
2026
Q1 		$7.31K Hold
50
– – ﹤0.01% 586
2025
Q4 		$6.45K Hold
50
– – ﹤0.01% 582
2025
Q3 		$7.07K Buy
+50
New +$6.85K ﹤0.01% 576

Other funds holding DTE

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

BFSG LLC's DTE Position: Q2 2026 in Review

BFSG LLC held its DTE Energy (DTE) position steady in Q2 2026 at 50 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

BFSG LLC first reported a position in DTE in Q3 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • BFSG LLC held 50 shares of DTE Energy worth $7.62K as of Q2 2026.
  • BFSG LLC left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #592 holding.
  • BFSG LLC first reported a position in DTE Energy in Q3 2025 and has held it in 4 quarters since.
  • 187 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.