MWM
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Mission Wealth Management’s DTE Energy DTE Stock Holding History

Mission 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 		$382K Buy
+2,508
New +$366K ﹤0.01% 778
2020
Q1 		– Sell
-1,834
Closed -$203K – 311
2019
Q4 		$203K Buy
+1,834
New +$198K 0.02% 327

Other funds holding DTE

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 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

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

Mission Wealth Management opened a new position in DTE Energy (DTE) in Q2 2026: 2,508 shares worth $382K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in DTE as recently as Q4 2019.

Mission Wealth Management first reported a position in DTE in Q4 2019 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Mission Wealth Management held 2,508 shares of DTE Energy worth $382K as of Q2 2026.
  • DTE Energy was a new Mission Wealth Management position in Q2 2026.
  • DTE Energy made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #778 holding.
  • Mission Wealth Management first reported a position in DTE Energy in Q4 2019 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.