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Cyndeo Wealth Partners’s DTE Energy DTE Stock Holding History

Cyndeo 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 		$11.2M Buy
73,387
+3,195
+5% +$467K 0.53% 56
2026
Q1 		$10.3M Buy
70,192
+5,469
+8% +$769K 0.54% 59
2025
Q4 		$8.35M Buy
64,723
+3,240
+5% +$440K 0.45% 64
2025
Q3 		$8.7M Sell
61,483
-571
-0.9% -$78.2K 0.48% 57
2025
Q2 		$8.22M Buy
62,054
+2,602
+4% +$350K 0.49% 59
2025
Q1 		$8.22M Buy
59,452
+4,515
+8% +$576K 0.54% 52
2024
Q4 		$6.63M Buy
54,937
+2,969
+6% +$366K 0.45% 71
2024
Q3 		$6.67M Buy
51,968
+523
+1% +$63.1K 0.47% 67
2024
Q2 		$5.71M Buy
51,445
+3,056
+6% +$342K 0.45% 65
2024
Q1 		$5.43M Buy
48,389
+10,530
+28% +$1.14M 0.45% 69
2023
Q4 		$4.17M Buy
+37,859
New +$3.88M 0.39% 84

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

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

Cyndeo Wealth Partners increased its DTE Energy (DTE) stake by 4.6% in Q2 2026, buying an estimated $467K and bringing the position to 73,387 shares worth $11.2M. The position accounts for 0.53% of the portfolio, ranked #56.

Cyndeo Wealth Partners first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Cyndeo Wealth Partners held 73,387 shares of DTE Energy worth $11.2M as of Q2 2026.
  • Cyndeo Wealth Partners bought 3,195 DTE Energy shares in Q2 2026, an estimated $467K.
  • DTE Energy made up 0.53% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #56 holding.
  • Cyndeo Wealth Partners first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.