CWP
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Curated Wealth Partners’s DTE Energy DTE Stock Holding History

Curated Wealth Partners’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 		$400K Buy
+9,756
New +$1.43M 0.05% 339

Other funds holding DTE

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
AFCM
Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners's DTE Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in DTE Energy (DTE) in Q2 2026: 9,756 shares worth $400K. The stake represents 0.05% of the portfolio and ranks #339 among its holdings.

305 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Curated Wealth Partners held 9,756 shares of DTE Energy worth $400K as of Q2 2026.
  • DTE Energy was a new Curated Wealth Partners position in Q2 2026.
  • DTE Energy made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #339 holding.
  • 305 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.