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Elevation Wealth Partners’s DTE Energy DTE Stock Holding History

Elevation Wealth Partners’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 		$5.18K Hold
34
– – ﹤0.01% 1006
2026
Q1 		$4.97K Buy
34
+6
+21% +$844 ﹤0.01% 713
2025
Q4 		$3.61K Buy
28
+16
+133% +$2.17K ﹤0.01% 689
2025
Q3 		$1.7K Buy
+12
New +$1.64K ﹤0.01% 677

Other funds holding DTE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
AFCM
Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

Elevation Wealth Partners's DTE Position: Q2 2026 in Review

Elevation Wealth Partners held its DTE Energy (DTE) position steady in Q2 2026 at 34 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Elevation Wealth Partners first reported a position in DTE in Q3 2025 and has held it in 4 quarters since. 359 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Elevation Wealth Partners held 34 shares of DTE Energy worth $5.18K as of Q2 2026.
  • Elevation Wealth Partners left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1006 holding.
  • Elevation Wealth Partners first reported a position in DTE Energy in Q3 2025 and has held it in 4 quarters since.
  • 359 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.