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Destiny Wealth Partners’s DTE Energy DTE Stock Holding History

Destiny 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 		– Sell
-543
Closed -$79.4K – 397
2026
Q1 		$79.4K Buy
+543
New +$76.3K 0.01% 375
2023
Q3 		– Sell
-1,893
Closed -$218K – 167
2023
Q2 		$218K Buy
+1,893
New +$211K 0.04% 155
2023
Q1 		– Sell
-338
Closed -$39.7K – 296
2022
Q4 		$39.7K Sell
338
-2,337
-87% -$265K 0.01% 321
2022
Q3 		$308K Buy
2,675
+608
+29% +$78.5K 0.07% 121
2022
Q2 		$262K Buy
2,067
+1,729
+512% +$225K 0.06% 134
2022
Q1 		$45K Hold
338
– – 0.01% 322
2021
Q4 		$40K Hold
338
– – 0.01% 344
2021
Q3 		$38K Buy
+338
New +$39.6K 0.01% 327
2021
Q2 		– Sell
-724
Closed -$82K – 266
2021
Q1 		$82K Sell
724
-2,203
-75% -$231K 0.02% 216
2020
Q4 		$302K Buy
+2,927
New +$309K 0.06% 156

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

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

Destiny Wealth Partners sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 543 shares — an estimated $79.4K sold.

Destiny Wealth Partners first reported a position in DTE in Q4 2020 and held it in 10 quarters. The position peaked at $308K in Q3 2022. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Destiny Wealth Partners reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 543 DTE Energy shares in Q2 2026, an estimated $79.4K.
  • Destiny Wealth Partners first reported a position in DTE Energy in Q4 2020 and held it in 10 quarters.
  • Destiny Wealth Partners's DTE Energy position peaked at $308K in Q3 2022.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

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