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Golden State Wealth Management’s DTE Energy DTE Stock Holding History

Golden State 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 		$87K Buy
571
+206
+56% +$30.1K 0.01% 602
2026
Q1 		$53.4K Sell
365
-34
-9% -$4.78K 0.01% 661
2025
Q4 		$51.5K Sell
399
-20
-5% -$2.72K 0.01% 687
2025
Q3 		$59.3K Buy
419
+235
+128% +$32.2K 0.01% 630
2025
Q2 		$24.4K Buy
184
+69
+60% +$9.28K ﹤0.01% 832
2025
Q1 		$16K Sell
115
-3
-3% -$383 ﹤0.01% 857
2024
Q4 		$14.3K Buy
+118
New +$14.6K ﹤0.01% 857

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

Golden State Wealth Management's DTE Position: Q2 2026 in Review

Golden State Wealth Management increased its DTE Energy (DTE) stake by 56% in Q2 2026, buying an estimated $30.1K and bringing the position to 571 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #602.

Golden State Wealth Management first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Golden State Wealth Management held 571 shares of DTE Energy worth $87K as of Q2 2026.
  • Golden State Wealth Management bought 206 DTE Energy shares in Q2 2026, an estimated $30.1K.
  • DTE Energy made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #602 holding.
  • Golden State Wealth Management first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.