Kingsview Wealth Management’s DTE Energy DTE Stock Holding History

Kingsview Wealth 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	$1.33M	Buy	8,738 +2,936	+51%	+$429K	0.02%	659
2026 Q1	$848K	Sell	5,802 -176	-3%	-$24.7K	0.01%	734
2025 Q4	$771K	Buy	5,978 +271	+5%	+$36.8K	0.01%	710
2025 Q3	$807K	Sell	5,707 -68	-1%	-$9.32K	0.01%	664
2025 Q2	$765K	Buy	5,775 +18	+0.3%	+$2.42K	0.01%	649
2025 Q1	$796K	Sell	5,757 -76	-1%	-$9.7K	0.02%	606
2024 Q4	$704K	Buy	5,833 +716	+14%	+$88.3K	0.01%	647
2024 Q3	$657K	Buy	+5,117	New	+$617K	0.01%	635
2022 Q1	–	Sell	-1,867	Closed	-$223K	–	902
2021 Q4	$223K	Buy	+1,867	New	+$213K	0.01%	831

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Kingsview Wealth Management increased its DTE Energy (DTE) stake by 51% in Q2 2026, buying an estimated $429K and bringing the position to 8,738 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #659.

Kingsview Wealth Management first reported a position in DTE in Q4 2021 and has held it in 9 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Kingsview Wealth Management held 8,738 shares of DTE Energy worth $1.33M as of Q2 2026.
Kingsview Wealth Management bought 2,936 DTE Energy shares in Q2 2026, an estimated $429K.
DTE Energy made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #659 holding.
Kingsview Wealth Management first reported a position in DTE Energy in Q4 2021 and has held it in 9 quarters since.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.