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 Q4	–	Hold	0	–	-$3	–	396
2024 Q3	–	Hold	0	–	–	–	390
2024 Q2	–	Hold	0	–	–	–	480
2024 Q1	–	Hold	0	–	–	–	479
2023 Q4	–	Hold	0	–	–	–	461

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