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Discipline Wealth Solutions’s DTE Energy DTE Stock Holding History

Discipline Wealth Solutions’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 		$571K Buy
3,750
+38
+1% +$5.55K 0.05% 117
2026
Q1 		$543K Buy
3,712
+1,520
+69% +$214K 0.06% 101
2025
Q4 		$283K Buy
2,192
+2
+0.1% +$272 0.05% 140
2025
Q3 		$310K Buy
2,190
+1
+0% +$137 0.08% 128
2025
Q2 		$290K Sell
2,189
-57
-3% -$7.66K 0.11% 81
2025
Q1 		$311K Hold
2,246
– – 0.15% 61
2024
Q4 		$271K Buy
+2,246
New +$277K 0.13% 71

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

Discipline Wealth Solutions's DTE Position: Q2 2026 in Review

Discipline Wealth Solutions increased its DTE Energy (DTE) stake by 1% in Q2 2026, buying an estimated $5.55K and bringing the position to 3,750 shares worth $571K. The position accounts for 0.05% of the portfolio, ranked #117.

Discipline Wealth Solutions first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Discipline Wealth Solutions held 3,750 shares of DTE Energy worth $571K as of Q2 2026.
  • Discipline Wealth Solutions bought 38 DTE Energy shares in Q2 2026, an estimated $5.55K.
  • DTE Energy made up 0.05% of Discipline Wealth Solutions's portfolio in Q2 2026, its #117 holding.
  • Discipline Wealth Solutions first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

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