CWM
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C2C Wealth Management’s DTE Energy DTE Stock Holding History

C2C 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 		$419K Hold
2,751
– – 0.33% 57
2026
Q1 		$402K Buy
+2,751
New +$387K 0.34% 59

Other funds holding DTE

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

C2C Wealth Management's DTE Position: Q2 2026 in Review

C2C Wealth Management held its DTE Energy (DTE) position steady in Q2 2026 at 2,751 shares worth $419K. The position accounts for 0.33% of the portfolio, ranked #57.

C2C Wealth Management first reported a position in DTE in Q1 2026 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • C2C Wealth Management held 2,751 shares of DTE Energy worth $419K as of Q2 2026.
  • C2C Wealth Management left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up 0.33% of C2C Wealth Management's portfolio in Q2 2026, its #57 holding.
  • C2C Wealth Management first reported a position in DTE Energy in Q1 2026 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.