Brown Wealth Management’s DTE Energy DTE Stock Holding History

Brown 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	$465K	Hold	3,055	–	–	0.1%	86
2026 Q1	$447K	Sell	3,055 -2	-0.1%	-$281	0.11%	76
2025 Q4	$394K	Sell	3,057 -73	-2%	-$9.91K	0.1%	75
2025 Q3	$443K	Sell	3,130 -25	-0.8%	-$3.42K	0.12%	71
2025 Q2	$418K	Buy	3,155 +52	+2%	+$6.99K	0.13%	71
2025 Q1	$429K	Buy	3,103 +29	+0.9%	+$3.7K	0.15%	64
2024 Q4	$371K	Sell	3,074 -73	-2%	-$9.01K	0.13%	60
2024 Q3	$404K	Buy	3,147 +41	+1%	+$4.94K	0.15%	60
2024 Q2	$345K	Hold	3,106	–	–	0.14%	63
2024 Q1	$348K	Sell	3,106 -23	-0.7%	-$2.48K	0.14%	63
2023 Q4	$345K	Hold	3,129	–	–	0.15%	63
2023 Q3	$311K	Sell	3,129 -23	-0.7%	-$2.48K	0.15%	61
2023 Q2	$347K	Buy	+3,152	New	+$351K	0.18%	67

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

PensionDanmark Copenhagen O, Denmark $12B AUM

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

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

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

Brown Wealth Management held its DTE Energy (DTE) position steady in Q2 2026 at 3,055 shares worth $465K. The position accounts for 0.1% of the portfolio, ranked #86.

Brown Wealth Management first reported a position in DTE in Q2 2023 and has held it in 13 quarters since. 187 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Brown Wealth Management held 3,055 shares of DTE Energy worth $465K as of Q2 2026.
Brown Wealth Management left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.1% of Brown Wealth Management's portfolio in Q2 2026, its #86 holding.
Brown Wealth Management first reported a position in DTE Energy in Q2 2023 and has held it in 13 quarters since.
187 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.