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Cornerstone Financial Management’s DTE Energy DTE Stock Holding History

Cornerstone Financial Management’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 		$5.79K Buy
38
+18
+90% +$2.63K ﹤0.01% 587
2026
Q1 		$2.92K Buy
20
+7
+54% +$984 ﹤0.01% 623
2025
Q4 		$1.68K Buy
+13
New +$1.76K ﹤0.01% 747

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 $3.38T AUM 44.17% 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

Cornerstone Financial Management's DTE Position: Q2 2026 in Review

Cornerstone Financial Management increased its DTE Energy (DTE) stake by 90% in Q2 2026, buying an estimated $2.63K and bringing the position to 38 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Cornerstone Financial Management first reported a position in DTE in Q4 2025 and has held it in 3 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Cornerstone Financial Management held 38 shares of DTE Energy worth $5.79K as of Q2 2026.
  • Cornerstone Financial Management bought 18 DTE Energy shares in Q2 2026, an estimated $2.63K.
  • DTE Energy made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #587 holding.
  • Cornerstone Financial Management first reported a position in DTE Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.