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Hennion & Walsh Asset Management’s DTE Energy DTE Stock Holding History

Hennion & Walsh Asset 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 		$5.14M Buy
33,731
+4,308
+15% +$629K 0.15% 187
2026
Q1 		$4.3M Buy
29,423
+5,624
+24% +$791K 0.14% 180
2025
Q4 		$3.07M Buy
23,799
+4,032
+20% +$548K 0.11% 246
2025
Q3 		$2.8M Buy
19,767
+2,439
+14% +$334K 0.1% 262
2025
Q2 		$2.3M Buy
17,328
+1,791
+12% +$241K 0.09% 283
2025
Q1 		$2.15M Buy
15,537
+2,113
+16% +$270K 0.1% 257
2024
Q4 		$1.62M Buy
13,424
+521
+4% +$64.3K 0.07% 340
2024
Q3 		$1.66M Buy
12,903
+2,624
+26% +$316K 0.08% 328
2024
Q2 		$1.14M Sell
10,279
-342
-3% -$38.2K 0.06% 390
2024
Q1 		$1.19M Sell
10,621
-1,173
-10% -$127K 0.06% 374
2023
Q4 		$1.3M Sell
11,794
-617
-5% -$63.2K 0.07% 344
2023
Q3 		$1.23M Sell
12,411
-599
-5% -$64.4K 0.08% 316
2023
Q2 		$1.43M Sell
13,010
-1,328
-9% -$148K 0.08% 291
2023
Q1 		$1.57M Buy
14,338
+1,598
+13% +$179K 0.1% 254
2022
Q4 		$1.5M Buy
12,740
+1,261
+11% +$143K 0.09% 260
2022
Q3 		$1.32M Buy
11,479
+1,033
+10% +$133K 0.09% 265
2022
Q2 		$1.32M Buy
10,446
+984
+10% +$128K 0.08% 258
2022
Q1 		$1.25M Buy
9,462
+437
+5% +$53.3K 0.07% 293
2021
Q4 		$1.08M Sell
9,025
-7
-0.1% -$800 0.05% 340
2021
Q3 		$1.01M Buy
9,032
+324
+4% +$38K 0.05% 351
2021
Q2 		$960K Buy
8,708
+380
+5% +$44.4K 0.05% 367
2021
Q1 		$944K Buy
+8,328
New +$874K 0.06% 367

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

Hennion & Walsh Asset Management's DTE Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its DTE Energy (DTE) stake by 15% in Q2 2026, buying an estimated $629K and bringing the position to 33,731 shares worth $5.14M. The position accounts for 0.15% of the portfolio, ranked #187.

Hennion & Walsh Asset Management first reported a position in DTE in Q1 2021 and has held it in 22 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Hennion & Walsh Asset Management held 33,731 shares of DTE Energy worth $5.14M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 4,308 DTE Energy shares in Q2 2026, an estimated $629K.
  • DTE Energy made up 0.15% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #187 holding.
  • Hennion & Walsh Asset Management first reported a position in DTE Energy in Q1 2021 and has held it in 22 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.