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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Destiny Wealth Partners's DTE Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in DTE Energy (DTE) in Q1 2026: 543 shares worth $79.4K. The stake represents 0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in DTE as recently as Q2 2023.

Destiny Wealth Partners first reported a position in DTE in Q4 2020 and has held it in 10 quarters since. The position peaked at $308K in Q3 2022. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Destiny Wealth Partners held 543 shares of DTE Energy worth $79.4K as of Q1 2026.
DTE Energy was a new Destiny Wealth Partners position in Q1 2026.
DTE Energy made up 0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #375 holding.
Destiny Wealth Partners first reported a position in DTE Energy in Q4 2020 and has held it in 10 quarters since.
Destiny Wealth Partners's DTE Energy position peaked at $308K in Q3 2022.
981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.