Curio Wealth’s DTE Energy DTE Stock Holding History

Curio 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	–	Sell	-2	Closed	-$292	–	374
2026 Q1	$292	Buy	+2	New	+$281	﹤0.01%	648

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Curio Wealth's DTE Position: Q2 2026 in Review

Curio Wealth sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 2 shares — an estimated $292 sold.

Curio Wealth first reported a position in DTE in Q1 2026 and held it in 1 quarter. The position peaked at $292 in Q1 2026. 1,033 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Curio Wealth reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 DTE Energy shares in Q2 2026, an estimated $292.
Curio Wealth first reported a position in DTE Energy in Q1 2026 and held it in 1 quarter.
Curio Wealth's DTE Energy position peaked at $292 in Q1 2026.
1,033 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.