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Diversify Wealth Management’s DTE Energy DTE Stock Holding History

Diversify Wealth Management’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 		$515K Buy
3,497
+960
+38% +$140K 0.01% 853
2026
Q1 		$373K Buy
+2,537
New +$357K 0.01% 896

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's DTE Position: Q2 2026 in Review

Diversify Wealth Management increased its DTE Energy (DTE) stake by 38% in Q2 2026, buying an estimated $140K and bringing the position to 3,497 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #853.

Diversify Wealth Management first reported a position in DTE in Q1 2026 and has held it in 2 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Diversify Wealth Management held 3,497 shares of DTE Energy worth $515K as of Q2 2026.
  • Diversify Wealth Management bought 960 DTE Energy shares in Q2 2026, an estimated $140K.
  • DTE Energy made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #853 holding.
  • Diversify Wealth Management first reported a position in DTE Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.