Dogwood Wealth Management’s DTE Energy DTE Stock Holding History

Dogwood 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	$305	Hold	2	–	–	﹤0.01%	822
2026 Q1	$292	Sell	2 -9	-82%	-$1.26K	﹤0.01%	816
2025 Q4	$1.42K	Sell	11 -3	-21%	-$407	﹤0.01%	607
2025 Q3	$1.98K	Buy	14 +1	+8%	+$137	﹤0.01%	521
2025 Q2	$1.69K	Buy	13 +3	+30%	+$403	﹤0.01%	580
2025 Q1	$1.38K	Buy	+10	New	+$1.28K	﹤0.01%	408
2024 Q3	–	Hold	0	–	–	–	390
2024 Q2	–	Hold	0	–	–	–	480
2024 Q1	–	Hold	0	–	–	–	479
2023 Q4	–	Hold	0	–	–	–	461

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Dogwood Wealth Management held its DTE Energy (DTE) position steady in Q2 2026 at 2 shares worth $305. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Dogwood Wealth Management first reported a position in DTE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.98K in Q3 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Dogwood Wealth Management held 2 shares of DTE Energy worth $305 as of Q2 2026.
Dogwood Wealth Management left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #822 holding.
Dogwood Wealth Management first reported a position in DTE Energy in Q1 2025 and has held it in 6 quarters since.
Dogwood Wealth Management's DTE Energy position peaked at $1.98K in Q3 2025.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.