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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Wealth Group's DTE Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its DTE Energy (DTE) stake by 2.1% in Q1 2026, selling an estimated $5.34K and leaving 1,747 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #374.

Cornerstone Wealth Group first reported a position in DTE in Q3 2022 and has held it in 3 quarters since. The position peaked at $2.04M in Q3 2022. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Cornerstone Wealth Group held 1,747 shares of DTE Energy worth $251K as of Q1 2026.
  • Cornerstone Wealth Group sold 38 DTE Energy shares in Q1 2026, an estimated $5.34K.
  • DTE Energy made up 0.02% of Cornerstone Wealth Group's portfolio in Q1 2026, its #374 holding.
  • Cornerstone Wealth Group first reported a position in DTE Energy in Q3 2022 and has held it in 3 quarters since.
  • Cornerstone Wealth Group's DTE Energy position peaked at $2.04M in Q3 2022.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.