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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Integrated Wealth Concepts's DTE Position: Q1 2026 in Review

Integrated Wealth Concepts increased its DTE Energy (DTE) stake by 43% in Q1 2026, buying an estimated $263K and bringing the position to 6,225 shares worth $910K. The position accounts for 0.01% of the portfolio, ranked #1174.

Integrated Wealth Concepts first reported a position in DTE in Q3 2021 and has held it in 19 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Integrated Wealth Concepts held 6,225 shares of DTE Energy worth $910K as of Q1 2026.
  • Integrated Wealth Concepts bought 1,871 DTE Energy shares in Q1 2026, an estimated $263K.
  • DTE Energy made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1174 holding.
  • Integrated Wealth Concepts first reported a position in DTE Energy in Q3 2021 and has held it in 19 quarters since.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.