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Cornerstone Planning Group’s DTE Energy DTE Stock Holding History

Cornerstone Planning Group’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 		$8.19K Sell
55
-10
-15% -$1.46K ﹤0.01% 954
2026
Q1 		$9.19K Buy
65
+21
+48% +$2.95K ﹤0.01% 919
2025
Q4 		$6.01K Buy
44
+40
+1,000% +$5.43K ﹤0.01% 931
2025
Q3 		$368 Sell
4
-37
-90% -$5.07K ﹤0.01% 1547
2025
Q2 		$5.72K Buy
41
+10
+32% +$1.34K ﹤0.01% 693
2025
Q1 		$4.22K Buy
31
+5
+19% +$638 ﹤0.01% 776
2024
Q4 		$3.17K Hold
26
– – ﹤0.01% 679
2024
Q3 		$3.22K Buy
26
+3
+13% +$362 ﹤0.01% 664
2024
Q2 		$2.73K Buy
23
+3
+15% +$335 ﹤0.01% 702
2024
Q1 		$2.25K Buy
20
+6
+43% +$647 ﹤0.01% 644
2023
Q4 		$1.54K Sell
14
-3
-18% -$307 ﹤0.01% 667
2023
Q3 		$1.69K Sell
17
-1
-6% -$108 ﹤0.01% 692
2023
Q2 		$1.98K Buy
+18
New +$2.01K ﹤0.01% 1151
2022
Q4 		$3.27K Buy
+29
New +$3.29K ﹤0.01% 1059

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

Cornerstone Planning Group's DTE Position: Q2 2026 in Review

Cornerstone Planning Group reduced its DTE Energy (DTE) stake by 15% in Q2 2026, selling an estimated $1.46K and leaving 55 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Cornerstone Planning Group first reported a position in DTE in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.19K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Cornerstone Planning Group held 55 shares of DTE Energy worth $8.19K as of Q2 2026.
  • Cornerstone Planning Group sold 10 DTE Energy shares in Q2 2026, an estimated $1.46K.
  • DTE Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #954 holding.
  • Cornerstone Planning Group first reported a position in DTE Energy in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's DTE Energy position peaked at $9.19K in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.