Newbridge Financial Services Group’s DTE Energy DTE Stock Holding History

Newbridge Financial Services Group’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	$16.6K	Buy	109 +1	+0.9%	+$146	﹤0.01%	749
2026 Q1	$15.8K	Buy	108 +2	+2%	+$281	﹤0.01%	698
2025 Q4	$13.7K	Buy	106 +1	+1%	+$136	﹤0.01%	730
2025 Q3	$14.9K	Buy	105 +1	+1%	+$137	﹤0.01%	809
2025 Q2	$13.8K	Hold	104	–	–	﹤0.01%	812
2025 Q1	$14.3K	Buy	104 +1	+1%	+$128	﹤0.01%	617
2024 Q4	$12.4K	Buy	+103	New	+$12.7K	﹤0.01%	694
2024 Q3	–	Sell	-101	Closed	-$11.2K	–	761
2024 Q2	$11.2K	Buy	101 +1	+1%	+$112	﹤0.01%	687
2024 Q1	$11.2K	Buy	+100	New	+$10.8K	﹤0.01%	741
2023 Q3	–	Sell	-352	Closed	-$38.7K	–	1322
2023 Q2	$38.7K	Buy	+352	New	+$39.2K	0.02%	516
2022 Q3	–	Sell	-29	Closed	-$4K	–	1404
2022 Q2	$4K	Buy	+29	New	+$3.78K	﹤0.01%	1046

Other funds holding DTE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Newbridge Financial Services Group's DTE Position: Q2 2026 in Review

Newbridge Financial Services Group increased its DTE Energy (DTE) stake by 0.93% in Q2 2026, buying an estimated $146 and bringing the position to 109 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Newbridge Financial Services Group first reported a position in DTE in Q2 2022 and has held it in 11 quarters since. The position peaked at $38.7K in Q2 2023. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Newbridge Financial Services Group held 109 shares of DTE Energy worth $16.6K as of Q2 2026.
Newbridge Financial Services Group bought 1 DTE Energy share in Q2 2026, an estimated $146.
DTE Energy made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #749 holding.
Newbridge Financial Services Group first reported a position in DTE Energy in Q2 2022 and has held it in 11 quarters since.
Newbridge Financial Services Group's DTE Energy position peaked at $38.7K in Q2 2023.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.