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Mowery & Schoenfeld Wealth Management’s DTE Energy DTE Stock Holding History

Mowery & Schoenfeld 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 		$52.4K Hold
344
– – 0.07% 131
2026
Q1 		$50.3K Hold
344
– – 0.08% 123
2025
Q4 		$44.4K Hold
344
– – 0.06% 146
2025
Q3 		$48.7K Hold
344
– – 0.08% 121
2025
Q2 		$45.6K Hold
344
– – 0.07% 117
2025
Q1 		$47.6K Sell
344
-32
-9% -$4.08K 0.09% 135
2024
Q4 		$45.4K Buy
376
+32
+9% +$3.95K 0.09% 115
2024
Q3 		$44.2K Sell
344
-150
-30% -$18.1K 0.07% 105
2024
Q2 		$54.8K Buy
494
+150
+44% +$16.8K 0.08% 92
2024
Q1 		$38.6K Hold
344
– – 0.07% 85
2023
Q4 		$37.9K Buy
+344
New +$35.2K 0.08% 76

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
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
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's DTE Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its DTE Energy (DTE) position steady in Q2 2026 at 344 shares worth $52.4K. The position accounts for 0.07% of the portfolio, ranked #131.

Mowery & Schoenfeld Wealth Management first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. The position peaked at $54.8K in Q2 2024. 616 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 344 shares of DTE Energy worth $52.4K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up 0.07% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's DTE Energy position peaked at $54.8K in Q2 2024.
  • 616 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.