Envestnet Portfolio Solutions’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$651K Buy
4,272
+235
+6% +$34.3K ﹤0.01% 880
2026
Q1
$590K Sell
4,037
-2,086
-34% -$293K ﹤0.01% 825
2025
Q4
$790K Buy
6,123
+148
+2% +$20.1K ﹤0.01% 852
2025
Q3
$845K Sell
5,975
-298
-5% -$40.8K ﹤0.01% 798
2025
Q2
$831K Buy
6,273
+714
+13% +$96K ﹤0.01% 873
2025
Q1
$769K Sell
5,559
-294
-5% -$37.5K ﹤0.01% 879
2024
Q4
$707K Buy
5,853
+233
+4% +$28.7K ﹤0.01% 1077
2024
Q3
$722K Buy
5,620
+606
+12% +$73.1K ﹤0.01% 1029
2024
Q2
$557K Buy
5,014
+222
+5% +$24.8K ﹤0.01% 1095
2024
Q1
$537K Buy
4,792
+1,789
+60% +$193K ﹤0.01% 1094
2023
Q4
$331K Buy
3,003
+157
+6% +$16.1K ﹤0.01% 1246
2023
Q3
$283K Buy
+2,846
New +$306K ﹤0.01% 1259

Other funds holding DTE

Envestnet Portfolio Solutions's DTE Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its DTE Energy (DTE) stake by 5.8% in Q2 2026, buying an estimated $34.3K and bringing the position to 4,272 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Envestnet Portfolio Solutions first reported a position in DTE in Q3 2023 and has held it in 12 quarters since. The position peaked at $845K in Q3 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Envestnet Portfolio Solutions held 4,272 shares of DTE Energy worth $651K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 235 DTE Energy shares in Q2 2026, an estimated $34.3K.
  • DTE Energy made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #880 holding.
  • Envestnet Portfolio Solutions first reported a position in DTE Energy in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's DTE Energy position peaked at $845K in Q3 2025.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.