Empirical Wealth Management’s DTE Energy DTE Stock Holding History

Empirical 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	$727K	Buy	4,769 +583	+14%	+$85.2K	0.01%	513
2026 Q1	$612K	Buy	4,186 +226	+6%	+$31.8K	0.01%	507
2025 Q4	$511K	Buy	+3,960	New	+$538K	0.01%	511
2023 Q3	–	Sell	-2,048	Closed	-$225K	–	476
2023 Q2	$225K	Buy	+2,048	New	+$228K	0.01%	425

Other funds holding DTE

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Empirical Wealth Management increased its DTE Energy (DTE) stake by 14% in Q2 2026, buying an estimated $85.2K and bringing the position to 4,769 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #513.

Empirical Wealth Management first reported a position in DTE in Q2 2023 and has held it in 4 quarters since. 697 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Empirical Wealth Management held 4,769 shares of DTE Energy worth $727K as of Q2 2026.
Empirical Wealth Management bought 583 DTE Energy shares in Q2 2026, an estimated $85.2K.
DTE Energy made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #513 holding.
Empirical Wealth Management first reported a position in DTE Energy in Q2 2023 and has held it in 4 quarters since.
697 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.