CW
DTE icon

CreativeOne Wealth’s DTE Energy DTE Stock Holding History

CreativeOne Wealth’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 		$410K Buy
2,690
+630
+31% +$92K 0.01% 866
2026
Q1 		$301K Buy
2,060
+105
+5% +$14.8K 0.01% 978
2025
Q4 		$252K Buy
1,955
+164
+9% +$22.3K 0.01% 1033
2025
Q3 		$253K Sell
1,791
-2
-0.1% -$274 0.01% 1016
2025
Q2 		$238K Buy
+1,793
New +$241K 0.01% 1006

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

CreativeOne Wealth's DTE Position: Q2 2026 in Review

CreativeOne Wealth increased its DTE Energy (DTE) stake by 31% in Q2 2026, buying an estimated $92K and bringing the position to 2,690 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #866.

CreativeOne Wealth first reported a position in DTE in Q2 2025 and has held it in 5 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • CreativeOne Wealth held 2,690 shares of DTE Energy worth $410K as of Q2 2026.
  • CreativeOne Wealth bought 630 DTE Energy shares in Q2 2026, an estimated $92K.
  • DTE Energy made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #866 holding.
  • CreativeOne Wealth first reported a position in DTE Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.