Lakeshore Financial Planning’s DTE Energy DTE Stock Holding History

Lakeshore Financial Planning’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	$918K	Buy	6,023 +139	+2%	+$20.3K	0.3%	29
2026 Q1	$861K	Buy	5,884 +131	+2%	+$18.4K	0.31%	27
2025 Q4	$742K	Buy	5,753 +5	+0.1%	+$679	0.27%	27
2025 Q3	$813K	Buy	5,748 +1	+0%	+$137	0.3%	27
2025 Q2	$761K	Buy	5,747 +6	+0.1%	+$807	0.31%	26
2025 Q1	$794K	Sell	5,741 -11	-0.2%	-$1.4K	0.33%	24
2024 Q4	$695K	Buy	5,752 +225	+4%	+$27.8K	0.3%	25
2024 Q3	$710K	Buy	5,527 +57	+1%	+$6.87K	0.31%	25
2024 Q2	$607K	Buy	5,470 +2	+0%	+$224	0.3%	23
2024 Q1	$613K	Sell	5,468 -15	-0.3%	-$1.62K	0.31%	22
2023 Q4	$605K	Buy	5,483 +1	+0%	+$102	0.34%	22
2023 Q3	$544K	Buy	+5,482	New	+$590K	0.31%	24

Other funds holding DTE

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Lakeshore Financial Planning's DTE Position: Q2 2026 in Review

Lakeshore Financial Planning increased its DTE Energy (DTE) stake by 2.4% in Q2 2026, buying an estimated $20.3K and bringing the position to 6,023 shares worth $918K. The position accounts for 0.3% of the portfolio, ranked #29.

Lakeshore Financial Planning first reported a position in DTE in Q3 2023 and has held it in 12 quarters since. 401 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Lakeshore Financial Planning held 6,023 shares of DTE Energy worth $918K as of Q2 2026.
Lakeshore Financial Planning bought 139 DTE Energy shares in Q2 2026, an estimated $20.3K.
DTE Energy made up 0.3% of Lakeshore Financial Planning's portfolio in Q2 2026, its #29 holding.
Lakeshore Financial Planning first reported a position in DTE Energy in Q3 2023 and has held it in 12 quarters since.
401 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.