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Centennial Wealth Advisory’s DTE Energy DTE Stock Holding History

Centennial Wealth Advisory’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 		$1.1M Buy
7,203
+358
+5% +$52.3K 0.24% 58
2026
Q1 		$1M Buy
6,845
+167
+3% +$23.5K 0.24% 58
2025
Q4 		$862K Buy
6,678
+143
+2% +$19.4K 0.23% 60
2025
Q3 		$924K Buy
6,535
+180
+3% +$24.7K 0.26% 53
2025
Q2 		$842K Sell
6,355
-153
-2% -$20.6K 0.27% 51
2025
Q1 		$900K Buy
6,508
+893
+16% +$114K 0.33% 40
2024
Q4 		$678K Buy
5,615
+277
+5% +$34.2K 0.27% 47
2024
Q3 		$685K Buy
5,338
+110
+2% +$13.3K 0.27% 37
2024
Q2 		$580K Buy
5,228
+24
+0.5% +$2.68K 0.25% 51
2024
Q1 		$584K Sell
5,204
-164
-3% -$17.7K 0.27% 51
2023
Q4 		$592K Sell
5,368
-773
-13% -$79.2K 0.3% 44
2023
Q3 		$610K Sell
6,141
-354
-5% -$38.1K 0.33% 51
2023
Q2 		$715K Buy
6,495
+223
+4% +$24.9K 0.37% 44
2023
Q1 		$687K Buy
6,272
+2,232
+55% +$250K 0.36% 45
2022
Q4 		$475K Buy
4,040
+105
+3% +$11.9K 0.27% 54
2022
Q3 		$453K Sell
3,935
-439
-10% -$56.7K 0.27% 47
2022
Q2 		$554K Buy
4,374
+771
+21% +$101K 0.31% 52
2022
Q1 		$476K Buy
3,603
+227
+7% +$27.7K 0.26% 53
2021
Q4 		$404K Buy
+3,376
New +$386K 0.23% 52

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

Centennial Wealth Advisory's DTE Position: Q2 2026 in Review

Centennial Wealth Advisory increased its DTE Energy (DTE) stake by 5.2% in Q2 2026, buying an estimated $52.3K and bringing the position to 7,203 shares worth $1.1M. The position accounts for 0.24% of the portfolio, ranked #58.

Centennial Wealth Advisory first reported a position in DTE in Q4 2021 and has held it in 19 quarters since. 135 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Centennial Wealth Advisory held 7,203 shares of DTE Energy worth $1.1M as of Q2 2026.
  • Centennial Wealth Advisory bought 358 DTE Energy shares in Q2 2026, an estimated $52.3K.
  • DTE Energy made up 0.24% of Centennial Wealth Advisory's portfolio in Q2 2026, its #58 holding.
  • Centennial Wealth Advisory first reported a position in DTE Energy in Q4 2021 and has held it in 19 quarters since.
  • 135 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.