IHT Wealth Management’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,518
Closed -$222K 1274
2026
Q1
$222K Buy
+1,518
New +$213K 0.01% 1144
2024
Q4
Sell
-2,252
Closed -$289K 1107
2024
Q3
$289K Buy
+2,252
New +$272K 0.01% 923

Other funds holding DTE

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

IHT Wealth Management sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 1,518 shares — an estimated $222K sold.

IHT Wealth Management first reported a position in DTE in Q3 2024 and held it in 2 quarters. The position peaked at $289K in Q3 2024. 1,029 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • IHT Wealth Management reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 1,518 DTE Energy shares in Q2 2026, an estimated $222K.
  • IHT Wealth Management first reported a position in DTE Energy in Q3 2024 and held it in 2 quarters.
  • IHT Wealth Management's DTE Energy position peaked at $289K in Q3 2024.
  • 1,029 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.