DiNuzzo Private Wealth’s DTE Energy DTE Stock Holding History

DiNuzzo Private 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	$2.29K	Buy	15 +2	+15%	+$292	﹤0.01%	627
2026 Q1	$1.9K	Buy	13 +3	+30%	+$422	﹤0.01%	662
2025 Q4	$1.29K	Sell	10 -1	-9%	-$136	﹤0.01%	797
2025 Q3	$1.5K	Sell	11 -1	-8%	-$137	﹤0.01%	747
2025 Q2	$1.59K	Hold	12	–	–	﹤0.01%	684
2025 Q1	$1.66K	Buy	12 +2	+20%	+$255	﹤0.01%	656
2024 Q4	$1.21K	Hold	10	–	–	﹤0.01%	774
2024 Q3	$1.28K	Hold	10	–	–	﹤0.01%	768
2024 Q2	$1.11K	Buy	10 +2	+25%	+$224	﹤0.01%	752
2024 Q1	$898	Hold	8	–	–	﹤0.01%	774
2023 Q4	$883	Buy	+8	New	+$820	﹤0.01%	754

Other funds holding DTE

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return