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Integrated Wealth Concepts’s DTE Energy DTE Stock Holding History

Integrated Wealth Concepts’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 		$1.45M Buy
9,529
+3,304
+53% +$483K 0.01% 999
2026
Q1 		$910K Buy
6,225
+1,871
+43% +$263K 0.01% 1174
2025
Q4 		$562K Sell
4,354
-1,984
-31% -$269K 0.01% 1036
2025
Q3 		$896K Sell
6,338
-50
-0.8% -$6.85K 0.01% 1038
2025
Q2 		$846K Buy
6,388
+1,407
+28% +$189K 0.01% 1015
2025
Q1 		$689K Buy
4,981
+641
+15% +$81.8K 0.01% 1004
2024
Q4 		$524K Buy
4,340
+491
+13% +$60.6K 0.01% 1101
2024
Q3 		$494K Buy
3,849
+31
+0.8% +$3.74K 0.01% 1089
2024
Q2 		$424K Buy
3,818
+31
+0.8% +$3.46K 0.01% 1126
2024
Q1 		$425K Sell
3,787
-533
-12% -$57.5K 0.01% 1126
2023
Q4 		$476K Buy
4,320
+676
+19% +$69.3K 0.01% 1019
2023
Q3 		$362K Sell
3,644
-695
-16% -$74.8K 0.01% 1138
2023
Q2 		$477K Buy
4,339
+288
+7% +$32.1K 0.01% 996
2023
Q1 		$444K Buy
4,051
+1,118
+38% +$125K 0.01% 895
2022
Q4 		$345K Sell
2,933
-3
-0.1% -$340 0.01% 771
2022
Q3 		$338K Buy
2,936
+641
+28% +$82.8K 0.01% 700
2022
Q2 		$291K Buy
2,295
+16
+0.7% +$2.09K 0.01% 769
2022
Q1 		$301K Buy
2,279
+6
+0.3% +$732 0.01% 737
2021
Q4 		$272K Sell
2,273
-522
-19% -$59.7K 0.01% 820
2021
Q3 		$312K Buy
+2,795
New +$328K 0.01% 730

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

Integrated Wealth Concepts's DTE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its DTE Energy (DTE) stake by 53% in Q2 2026, buying an estimated $483K and bringing the position to 9,529 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #999.

Integrated Wealth Concepts first reported a position in DTE in Q3 2021 and has held it in 20 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Integrated Wealth Concepts held 9,529 shares of DTE Energy worth $1.45M as of Q2 2026.
  • Integrated Wealth Concepts bought 3,304 DTE Energy shares in Q2 2026, an estimated $483K.
  • DTE Energy made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #999 holding.
  • Integrated Wealth Concepts first reported a position in DTE Energy in Q3 2021 and has held it in 20 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.