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Gen-Wealth Partners’s DTE Energy DTE Stock Holding History

Gen-Wealth Partners’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 		$85.8K Hold
563
– – 0.02% 351
2026
Q1 		$82.3K Buy
563
+10
+2% +$1.41K 0.03% 351
2025
Q4 		$71.3K Hold
553
– – 0.02% 360
2025
Q3 		$78.2K Hold
553
– – 0.03% 353
2025
Q2 		$73.3K Hold
553
– – 0.03% 310
2025
Q1 		$76.5K Sell
553
-50
-8% -$6.38K 0.03% 302
2024
Q4 		$72.8K Sell
603
-122
-17% -$15K 0.03% 327
2024
Q3 		$90K Buy
725
+107
+17% +$12.9K 0.04% 297
2024
Q2 		$68.6K Buy
618
+6
+1% +$671 0.03% 344
2024
Q1 		$68.6K Buy
+612
New +$66K 0.03% 348

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

Gen-Wealth Partners's DTE Position: Q2 2026 in Review

Gen-Wealth Partners held its DTE Energy (DTE) position steady in Q2 2026 at 563 shares worth $85.8K. The position accounts for 0.02% of the portfolio, ranked #351.

Gen-Wealth Partners first reported a position in DTE in Q1 2024 and has held it in 10 quarters since. The position peaked at $90K in Q3 2024. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Gen-Wealth Partners held 563 shares of DTE Energy worth $85.8K as of Q2 2026.
  • Gen-Wealth Partners left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #351 holding.
  • Gen-Wealth Partners first reported a position in DTE Energy in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's DTE Energy position peaked at $90K in Q3 2024.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.