Morey & Quinn Wealth Partners’s DTE Energy DTE Stock Holding History

Morey & Quinn Wealth Partners’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	$218K	Sell	1,429 -272	-16%	-$39.7K	0.14%	135
2026 Q1	$249K	Buy	1,701 +8	+0.5%	+$1.13K	0.18%	116
2025 Q4	$218K	Buy	1,693 +6	+0.4%	+$815	0.16%	124
2025 Q3	$239K	Buy	1,687 +7	+0.4%	+$959	0.18%	119
2025 Q2	$223K	Buy	1,680 +7	+0.4%	+$941	0.18%	117
2025 Q1	$231K	Buy	1,673 +9	+0.5%	+$1.15K	0.19%	112
2024 Q4	$201K	Buy	+1,664	New	+$205K	0.17%	115

Other funds holding DTE

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

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

Morey & Quinn Wealth Partners's DTE Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its DTE Energy (DTE) stake by 16% in Q2 2026, selling an estimated $39.7K and leaving 1,429 shares worth $218K. The position accounts for 0.14% of the portfolio, ranked #135.

Morey & Quinn Wealth Partners first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. The position peaked at $249K in Q1 2026. 570 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Morey & Quinn Wealth Partners held 1,429 shares of DTE Energy worth $218K as of Q2 2026.
Morey & Quinn Wealth Partners sold 272 DTE Energy shares in Q2 2026, an estimated $39.7K.
DTE Energy made up 0.14% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #135 holding.
Morey & Quinn Wealth Partners first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's DTE Energy position peaked at $249K in Q1 2026.
570 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.