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Bogart Wealth LLC’s DTE Energy DTE Stock Holding History

Bogart Wealth 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 		$13.6M Buy
89,506
+3,970
+5% +$580K 0.47% 50
2026
Q1 		$12.5M Buy
85,536
+31,448
+58% +$4.42M 0.48% 45
2025
Q4 		$6.98M Sell
54,088
-122
-0.2% -$16.6K 0.28% 86
2025
Q3 		$7.67M Buy
54,210
+54,100
+49,182% +$7.41M 0.31% 78
2025
Q2 		$14.6K Hold
110
– – ﹤0.01% 708
2025
Q1 		$15.2K Sell
110
-4
-4% -$510 ﹤0.01% 652
2024
Q4 		$13.8K Buy
114
+14
+14% +$1.73K ﹤0.01% 666
2024
Q3 		$12.8K Hold
100
– – ﹤0.01% 636
2024
Q2 		$11.1K Hold
100
– – ﹤0.01% 641
2024
Q1 		$11.2K Hold
100
– – ﹤0.01% 626
2023
Q4 		$11K Buy
+100
New +$10.2K ﹤0.01% 605

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

Bogart Wealth LLC's DTE Position: Q2 2026 in Review

Bogart Wealth LLC increased its DTE Energy (DTE) stake by 4.6% in Q2 2026, buying an estimated $580K and bringing the position to 89,506 shares worth $13.6M. The position accounts for 0.47% of the portfolio, ranked #50.

Bogart Wealth LLC first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. 1,029 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Bogart Wealth LLC held 89,506 shares of DTE Energy worth $13.6M as of Q2 2026.
  • Bogart Wealth LLC bought 3,970 DTE Energy shares in Q2 2026, an estimated $580K.
  • DTE Energy made up 0.47% of Bogart Wealth LLC's portfolio in Q2 2026, its #50 holding.
  • Bogart Wealth LLC first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,029 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.