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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Foguth Wealth Management increased its DTE Energy (DTE) stake by 7.6% in Q2 2026, buying an estimated $56.8K and bringing the position to 5,500 shares worth $803K. The position accounts for 0.09% of the portfolio, ranked #93.

Foguth Wealth Management first reported a position in DTE in Q1 2024 and has held it in 9 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Foguth Wealth Management held 5,500 shares of DTE Energy worth $803K as of Q2 2026.
  • Foguth Wealth Management bought 389 DTE Energy shares in Q2 2026, an estimated $56.8K.
  • DTE Energy made up 0.09% of Foguth Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Foguth Wealth Management first reported a position in DTE Energy in Q1 2024 and has held it in 9 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.