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Kestra Private Wealth Services’s DTE Energy DTE Stock Holding History

Kestra Private Wealth Services’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 		$1.86M Buy
12,218
+2,271
+23% +$332K 0.02% 628
2026
Q1 		$1.45M Buy
9,947
+3,396
+52% +$477K 0.02% 667
2025
Q4 		$845K Buy
6,551
+215
+3% +$29.2K 0.01% 882
2025
Q3 		$896K Buy
6,336
+506
+9% +$69.3K 0.01% 830
2025
Q2 		$772K Sell
5,830
-718
-11% -$96.5K 0.01% 840
2025
Q1 		$905K Sell
6,548
-323
-5% -$41.2K 0.02% 715
2024
Q4 		$830K Buy
6,871
+2,195
+47% +$271K 0.01% 711
2024
Q3 		$600K Buy
4,676
+269
+6% +$32.4K 0.01% 812
2024
Q2 		$489K Buy
4,407
+70
+2% +$7.83K 0.01% 843
2024
Q1 		$486K Buy
4,337
+1,025
+31% +$111K 0.01% 809
2023
Q4 		$365K Buy
3,312
+46
+1% +$4.71K 0.01% 866
2023
Q3 		$324K Buy
3,266
+280
+9% +$30.1K 0.01% 833
2023
Q2 		$329K Sell
2,986
-47
-2% -$5.24K 0.01% 789
2023
Q1 		$332K Buy
3,033
+111
+4% +$12.4K 0.01% 747
2022
Q4 		$343K Buy
2,922
+36
+1% +$4.08K 0.02% 630
2022
Q3 		$332K Buy
2,886
+19
+0.7% +$2.45K 0.02% 617
2022
Q2 		$363K Buy
2,867
+499
+21% +$65.1K 0.02% 606
2022
Q1 		$313K Sell
2,368
-13
-0.5% -$1.59K 0.02% 732
2021
Q4 		$285K Buy
2,381
+49
+2% +$5.6K 0.01% 782
2021
Q3 		$261K Sell
2,332
-170
-7% -$19.9K 0.01% 761
2021
Q2 		$276K Buy
+2,502
New +$293K 0.02% 707

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's DTE Position: Q2 2026 in Review

Kestra Private Wealth Services increased its DTE Energy (DTE) stake by 23% in Q2 2026, buying an estimated $332K and bringing the position to 12,218 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #628.

Kestra Private Wealth Services first reported a position in DTE in Q2 2021 and has held it in 21 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Kestra Private Wealth Services held 12,218 shares of DTE Energy worth $1.86M as of Q2 2026.
  • Kestra Private Wealth Services bought 2,271 DTE Energy shares in Q2 2026, an estimated $332K.
  • DTE Energy made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #628 holding.
  • Kestra Private Wealth Services first reported a position in DTE Energy in Q2 2021 and has held it in 21 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.