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Global Wealth Strategies & Associates’s DTE Energy DTE Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-200
Closed -$29.2K – 190
2026
Q1 		$29.2K Hold
200
– – 0.01% 224
2025
Q4 		$25.8K Hold
200
– – 0.01% 221
2025
Q3 		$28.3K Buy
+200
New +$27.4K 0.01% 199

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

Global Wealth Strategies & Associates's DTE Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 200 shares — an estimated $29.2K sold.

Global Wealth Strategies & Associates first reported a position in DTE in Q3 2025 and held it in 3 quarters. The position peaked at $29.2K in Q1 2026. 1,029 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 200 DTE Energy shares in Q2 2026, an estimated $29.2K.
  • Global Wealth Strategies & Associates first reported a position in DTE Energy in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's DTE Energy position peaked at $29.2K in Q1 2026.
  • 1,029 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.