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HB Wealth Management’s DTE Energy DTE Stock Holding History

HB 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 		$1.81M Buy
11,888
+6,387
+116% +$933K 0.01% 511
2026
Q1 		$804K Buy
5,501
+832
+18% +$117K 0.01% 756
2025
Q4 		$602K Sell
4,669
-322
-6% -$43.7K ﹤0.01% 826
2025
Q3 		$706K Buy
4,991
+1,088
+28% +$149K ﹤0.01% 714
2025
Q2 		$517K Sell
3,903
-19
-0.5% -$2.56K ﹤0.01% 734
2025
Q1 		$542K Buy
3,922
+228
+6% +$29.1K ﹤0.01% 731
2024
Q4 		$446K Buy
3,694
+940
+34% +$116K ﹤0.01% 655
2024
Q3 		$354K Buy
2,754
+95
+4% +$11.5K ﹤0.01% 704
2024
Q2 		$295K Sell
2,659
-73
-3% -$8.16K ﹤0.01% 715
2024
Q1 		$306K Buy
2,732
+78
+3% +$8.42K ﹤0.01% 648
2023
Q4 		$293K Buy
+2,654
New +$272K ﹤0.01% 621

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

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

HB Wealth Management increased its DTE Energy (DTE) stake by 116% in Q2 2026, buying an estimated $933K and bringing the position to 11,888 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #511.

HB Wealth Management first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. 1,029 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • HB Wealth Management held 11,888 shares of DTE Energy worth $1.81M as of Q2 2026.
  • HB Wealth Management bought 6,387 DTE Energy shares in Q2 2026, an estimated $933K.
  • DTE Energy made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #511 holding.
  • HB Wealth Management first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,029 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.