Foguth Wealth Management
DTE icon

Foguth Wealth Management’s DTE Energy DTE Stock Holding History

Foguth 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
Q3 		$862K Buy
6,647
+1,147
+21% +$159K 0.09% 105
2026
Q2 		$803K Buy
5,500
+389
+8% +$56.8K 0.09% 93
2026
Q1 		$730K Buy
5,111
+146
+3% +$20.5K 0.09% 99
2025
Q4 		$647K Buy
+4,965
New +$674K 0.1% 90
2025
Q2 		$456K Sell
3,441
-661
-16% -$88.9K 0.1% 86
2025
Q1 		$567K Buy
4,102
+2
+0% +$255 0.14% 73
2024
Q4 		$488K Buy
4,100
+898
+28% +$111K 0.13% 83
2024
Q3 		$402K Buy
3,202
+747
+30% +$90.1K 0.15% 83
2024
Q2 		$273K Buy
2,455
+183
+8% +$20.5K 0.12% 106
2024
Q1 		$255K Buy
+2,272
New +$245K 0.14% 109

Other funds holding DTE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Foguth Wealth Management's DTE Position: Q3 2026 in Review

Foguth Wealth Management increased its DTE Energy (DTE) stake by 21% in Q3 2026, buying an estimated $159K and bringing the position to 6,647 shares worth $862K. The position accounts for 0.09% of the portfolio, ranked #105.

Foguth Wealth Management first reported a position in DTE in Q1 2024 and has held it in 10 quarters since. 516 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Foguth Wealth Management held 6,647 shares of DTE Energy worth $862K as of Q3 2026.
  • Foguth Wealth Management bought 1,147 DTE Energy shares in Q3 2026, an estimated $159K.
  • DTE Energy made up 0.09% of Foguth Wealth Management's portfolio in Q3 2026, its #105 holding.
  • Foguth Wealth Management first reported a position in DTE Energy in Q1 2024 and has held it in 10 quarters since.
  • 516 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.