Comprehensive Financial Consultants Institutional’s DTE Energy DTE Stock Holding History

Comprehensive Financial Consultants Institutional’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	$415K	Hold	2,722	–	–	0.11%	149
2026 Q1	$398K	Hold	2,722	–	–	0.12%	147
2025 Q4	$351K	Hold	2,722	–	–	0.11%	143
2025 Q3	$385K	Hold	2,722	–	–	0.12%	138
2025 Q2	$361K	Sell	2,722 -360	-12%	-$48.4K	0.12%	142
2025 Q1	$426K	Hold	3,082	–	–	0.15%	129
2024 Q4	$372K	Hold	3,082	–	–	0.14%	134
2024 Q3	$396K	Hold	3,082	–	–	0.14%	132
2024 Q2	$342K	Hold	3,082	–	–	0.13%	135
2024 Q1	$346K	Hold	3,082	–	–	0.14%	132
2023 Q4	$340K	Hold	3,082	–	–	0.16%	130
2023 Q3	$306K	Hold	3,082	–	–	0.16%	129
2023 Q2	$341K	Hold	3,082	–	–	0.18%	125
2023 Q1	$338K	Hold	3,082	–	–	0.19%	126
2022 Q4	$368K	Hold	3,082	–	–	0.22%	116
2022 Q3	$329K	Hold	3,082	–	–	0.22%	122
2022 Q2	$385K	Hold	3,082	–	–	0.27%	113
2022 Q1	$400K	Hold	3,082	–	–	0.28%	109
2021 Q4	$375K	Buy	+3,082	New	+$352K	0.24%	106

Other funds holding DTE

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Comprehensive Financial Consultants Institutional's DTE Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional held its DTE Energy (DTE) position steady in Q2 2026 at 2,722 shares worth $415K. The position accounts for 0.11% of the portfolio, ranked #149.

Comprehensive Financial Consultants Institutional first reported a position in DTE in Q4 2021 and has held it in 19 quarters since. The position peaked at $426K in Q1 2025. 235 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Comprehensive Financial Consultants Institutional held 2,722 shares of DTE Energy worth $415K as of Q2 2026.
Comprehensive Financial Consultants Institutional left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.11% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #149 holding.
Comprehensive Financial Consultants Institutional first reported a position in DTE Energy in Q4 2021 and has held it in 19 quarters since.
Comprehensive Financial Consultants Institutional's DTE Energy position peaked at $426K in Q1 2025.
235 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.