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Modern Wealth Management’s DTE Energy DTE Stock Holding History

Modern 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 		$2.29M Buy
15,030
+230
+2% +$33.6K 0.03% 373
2026
Q1 		$2.18M Buy
14,800
+1,578
+12% +$222K 0.04% 298
2025
Q4 		$1.71M Sell
13,222
-209
-2% -$28.4K 0.03% 324
2025
Q3 		$1.9M Buy
13,431
+85
+0.6% +$11.6K 0.04% 288
2025
Q2 		$1.77M Buy
13,346
+498
+4% +$67K 0.04% 279
2025
Q1 		$1.78M Sell
12,848
-152
-1% -$19.4K 0.06% 224
2024
Q4 		$1.57M Buy
13,000
+116
+0.9% +$14.3K 0.06% 208
2024
Q3 		$1.65M Sell
12,884
-198
-2% -$23.9K 0.1% 125
2024
Q2 		$1.45M Buy
13,082
+1,772
+16% +$198K 0.11% 115
2024
Q1 		$1.27M Sell
11,310
-343
-3% -$37K 0.12% 100
2023
Q4 		$1.28M Buy
+11,653
New +$1.19M 0.16% 51

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 $3.37T AUM 44.26% 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

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

Modern Wealth Management increased its DTE Energy (DTE) stake by 1.6% in Q2 2026, buying an estimated $33.6K and bringing the position to 15,030 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #373.

Modern Wealth Management first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. 1,033 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Modern Wealth Management held 15,030 shares of DTE Energy worth $2.29M as of Q2 2026.
  • Modern Wealth Management bought 230 DTE Energy shares in Q2 2026, an estimated $33.6K.
  • DTE Energy made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #373 holding.
  • Modern Wealth Management first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,033 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.