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Fifth Third Wealth Advisors’s DTE Energy DTE Stock Holding History

Fifth Third Wealth Advisors’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 		$346K Sell
2,274
-309
-12% -$45.1K 0.01% 636
2026
Q1 		$378K Buy
2,583
+474
+22% +$66.6K 0.01% 520
2025
Q4 		$272K Sell
2,109
-152
-7% -$20.6K 0.01% 624
2025
Q3 		$320K Sell
2,261
-64
-3% -$8.77K 0.01% 531
2025
Q2 		$308K Sell
2,325
-124
-5% -$16.7K 0.01% 522
2025
Q1 		$339K Buy
2,449
+275
+13% +$35.1K 0.02% 449
2024
Q4 		$263K Sell
2,174
-22
-1% -$2.71K 0.01% 557
2024
Q3 		$282K Buy
2,196
+245
+13% +$29.5K 0.02% 500
2024
Q2 		$217K Buy
+1,951
New +$218K 0.02% 565

Other funds holding DTE

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Fifth Third Wealth Advisors's DTE Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its DTE Energy (DTE) stake by 12% in Q2 2026, selling an estimated $45.1K and leaving 2,274 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #636.

Fifth Third Wealth Advisors first reported a position in DTE in Q2 2024 and has held it in 9 quarters since. The position peaked at $378K in Q1 2026. 181 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Fifth Third Wealth Advisors held 2,274 shares of DTE Energy worth $346K as of Q2 2026.
  • Fifth Third Wealth Advisors sold 309 DTE Energy shares in Q2 2026, an estimated $45.1K.
  • DTE Energy made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #636 holding.
  • Fifth Third Wealth Advisors first reported a position in DTE Energy in Q2 2024 and has held it in 9 quarters since.
  • Fifth Third Wealth Advisors's DTE Energy position peaked at $378K in Q1 2026.
  • 181 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.