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LifeSteps Financial’s DTE Energy DTE Stock Holding History

LifeSteps Financial’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 		$12.5K Buy
+82
New +$12K 0.01% 374
2024
Q2 		– Sell
-82
Closed -$9.2K – 172
2024
Q1 		$9.2K Buy
+82
New +$8.85K 0.01% 303

Other funds holding DTE

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

LifeSteps Financial's DTE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in DTE Energy (DTE) in Q2 2026: 82 shares worth $12.5K. The stake represents 0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in DTE as recently as Q1 2024.

LifeSteps Financial first reported a position in DTE in Q1 2024 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • LifeSteps Financial held 82 shares of DTE Energy worth $12.5K as of Q2 2026.
  • DTE Energy was a new LifeSteps Financial position in Q2 2026.
  • DTE Energy made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #374 holding.
  • LifeSteps Financial first reported a position in DTE Energy in Q1 2024 and has held it in 2 quarters since.
  • 216 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.