Centennial Wealth Advisory
DTE icon

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
Q3 		$914K Buy
7,506
+303
+4% +$42.1K 0.19% 76
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Centennial Wealth Advisory's DTE Position: Q3 2026 in Review

Centennial Wealth Advisory increased its DTE Energy (DTE) stake by 4.2% in Q3 2026, buying an estimated $42.1K and bringing the position to 7,506 shares worth $914K. The position accounts for 0.19% of the portfolio, ranked #76.

Centennial Wealth Advisory first reported a position in DTE in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.1M in Q2 2026. 499 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Centennial Wealth Advisory held 7,506 shares of DTE Energy worth $914K as of Q3 2026.
  • Centennial Wealth Advisory bought 303 DTE Energy shares in Q3 2026, an estimated $42.1K.
  • DTE Energy made up 0.19% of Centennial Wealth Advisory's portfolio in Q3 2026, its #76 holding.
  • Centennial Wealth Advisory first reported a position in DTE Energy in Q4 2021 and has held it in 20 quarters since.
  • Centennial Wealth Advisory's DTE Energy position peaked at $1.1M in Q2 2026.
  • 499 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.