Concord Wealth Partners’s DTE Energy DTE Stock Holding History

Concord Wealth Partners’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	$125K	Buy	+821	New	+$120K	0.01%	267
2026 Q1	–	Sell	-821	Closed	-$106K	–	345
2025 Q4	$106K	Hold	821	–	–	0.01%	249
2025 Q3	$116K	Hold	821	–	–	0.02%	246
2025 Q2	$109K	Hold	821	–	–	0.02%	260
2025 Q1	$114K	Hold	821	–	–	0.02%	234
2024 Q4	$99.1K	Hold	821	–	–	0.02%	251
2024 Q3	$105K	Hold	821	–	–	0.02%	257
2024 Q2	$91.1K	Hold	821	–	–	0.02%	251
2024 Q1	$92.1K	Hold	821	–	–	0.02%	280
2023 Q4	$90.5K	Hold	821	–	–	0.02%	285
2023 Q3	$81.5K	Hold	821	–	–	0.02%	309
2023 Q2	$90.3K	Hold	821	–	–	0.02%	286
2023 Q1	$89.9K	Hold	821	–	–	0.03%	267
2022 Q4	$96.5K	Buy	+821	New	+$93.1K	0.03%	260
2022 Q3	–	Sell	-821	Closed	-$104K	–	405
2022 Q2	$104K	Hold	821	–	–	0.03%	258
2022 Q1	$109K	Hold	821	–	–	0.03%	288
2021 Q4	$98K	Hold	821	–	–	0.02%	312
2021 Q3	$92K	Sell	821 -144	-15%	-$16.9K	0.04%	147
2021 Q2	$106K	Hold	965	–	–	0.03%	226
2021 Q1	$109K	Hold	965	–	–	0.04%	202
2020 Q4	$100K	Buy	+965	New	+$102K	0.08%	134

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Concord Wealth Partners's DTE Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in DTE Energy (DTE) in Q2 2026: 821 shares worth $125K. The stake represents 0.01% of the portfolio and ranks #267 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DTE as recently as Q4 2025.

Concord Wealth Partners first reported a position in DTE in Q4 2020 and has held it in 21 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Concord Wealth Partners held 821 shares of DTE Energy worth $125K as of Q2 2026.
DTE Energy was a new Concord Wealth Partners position in Q2 2026.
DTE Energy made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #267 holding.
Concord Wealth Partners first reported a position in DTE Energy in Q4 2020 and has held it in 21 quarters since.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.