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Confluence Wealth Services’s DTE Energy DTE Stock Holding History

Confluence Wealth Services’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 		$360K Buy
2,362
+30
+1% +$4.38K 0.01% 383
2026
Q1 		$341K Hold
2,332
– – 0.01% 305
2025
Q4 		$301K Hold
2,332
– – 0.01% 321
2025
Q3 		$330K Sell
2,332
-560
-19% -$76.7K 0.02% 303
2025
Q2 		$383K Buy
2,892
+60
+2% +$8.07K 0.02% 278
2025
Q1 		$386K Sell
2,832
-96
-3% -$12.3K 0.02% 264
2024
Q4 		$350K Buy
2,928
+159
+6% +$19.6K 0.02% 261
2024
Q3 		$356K Sell
2,769
-9
-0.3% -$1.08K 0.03% 258
2024
Q2 		$308K Sell
2,778
-311
-10% -$34.8K 0.02% 292
2024
Q1 		$346K Sell
3,089
-1,064
-26% -$115K 0.03% 252
2023
Q4 		$458K Sell
4,153
-100
-2% -$10.2K 0.05% 195
2023
Q3 		$422K Sell
4,253
-5
-0.1% -$538 0.08% 175
2023
Q2 		$468K Buy
4,258
+5
+0.1% +$557 0.1% 158
2023
Q1 		$466K Hold
4,253
– – 0.11% 148
2022
Q4 		$500K Hold
4,253
– – 0.13% 136
2022
Q3 		$489K Hold
4,253
– – 0.21% 127
2022
Q2 		$567K Hold
4,253
– – 0.25% 129
2022
Q1 		$562K Hold
4,253
– – 0.2% 128
2021
Q4 		$508K Buy
+4,253
New +$486K 0.16% 140

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Confluence Wealth Services's DTE Position: Q2 2026 in Review

Confluence Wealth Services increased its DTE Energy (DTE) stake by 1.3% in Q2 2026, buying an estimated $4.38K and bringing the position to 2,362 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #383.

Confluence Wealth Services first reported a position in DTE in Q4 2021 and has held it in 19 quarters since. The position peaked at $567K in Q2 2022. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Confluence Wealth Services held 2,362 shares of DTE Energy worth $360K as of Q2 2026.
  • Confluence Wealth Services bought 30 DTE Energy shares in Q2 2026, an estimated $4.38K.
  • DTE Energy made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #383 holding.
  • Confluence Wealth Services first reported a position in DTE Energy in Q4 2021 and has held it in 19 quarters since.
  • Confluence Wealth Services's DTE Energy position peaked at $567K in Q2 2022.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.