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Cornerstone Wealth Group’s DTE Energy DTE Stock Holding History

Cornerstone Wealth 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 		$280K Buy
1,835
+88
+5% +$12.9K 0.02% 377
2026
Q1 		$251K Sell
1,747
-38
-2% -$5.34K 0.02% 374
2025
Q4 		$230K Buy
+1,785
New +$242K 0.02% 346
2022
Q4 		– Sell
-17,722
Closed -$2.04M – 139
2022
Q3 		$2.04M Buy
+17,722
New +$2.29M 0.45% 67

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 Wealth Group's DTE Position: Q2 2026 in Review

Cornerstone Wealth Group increased its DTE Energy (DTE) stake by 5% in Q2 2026, buying an estimated $12.9K and bringing the position to 1,835 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #377.

Cornerstone Wealth Group first reported a position in DTE in Q3 2022 and has held it in 4 quarters since. The position peaked at $2.04M in Q3 2022. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Cornerstone Wealth Group held 1,835 shares of DTE Energy worth $280K as of Q2 2026.
  • Cornerstone Wealth Group bought 88 DTE Energy shares in Q2 2026, an estimated $12.9K.
  • DTE Energy made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #377 holding.
  • Cornerstone Wealth Group first reported a position in DTE Energy in Q3 2022 and has held it in 4 quarters since.
  • Cornerstone Wealth Group's DTE Energy position peaked at $2.04M in Q3 2022.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

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