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NewEdge Wealth’s DTE Energy DTE Stock Holding History

NewEdge Wealth’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
Q1 		$599K Buy
4,098
+1,634
+66% +$230K 0.01% 762
2025
Q4 		$318K Buy
2,464
+687
+39% +$93.3K ﹤0.01% 1002
2025
Q3 		$238K Sell
1,777
-328
-16% -$44.9K ﹤0.01% 940
2025
Q2 		$295K Sell
2,105
-281
-12% -$37.8K ﹤0.01% 836
2025
Q1 		$330K Sell
2,386
-2,077
-47% -$265K 0.01% 749
2024
Q4 		$539K Buy
4,463
+1,027
+30% +$127K 0.01% 618
2024
Q3 		$441K Buy
3,436
+1,230
+56% +$148K 0.01% 648
2024
Q2 		$245K Sell
2,206
-68
-3% -$7.6K 0.01% 684
2024
Q1 		$254K Sell
2,274
-1,456
-39% -$157K 0.01% 699
2023
Q4 		$411K Sell
3,730
-3
-0.1% -$307 0.01% 552
2023
Q3 		$371K Hold
3,733
– – 0.01% 505
2023
Q2 		$411K Sell
3,733
-40
-1% -$4.46K 0.01% 486
2023
Q1 		$413K Sell
3,773
-1,520
-29% -$170K 0.02% 445
2022
Q4 		$622K Sell
5,293
-900
-15% -$102K 0.03% 344
2022
Q3 		$713K Sell
6,193
-4
-0.1% -$517 0.03% 301
2022
Q2 		$785K Buy
6,197
+4
+0.1% +$522 0.04% 318
2022
Q1 		$819K Buy
+6,193
New +$755K 0.04% 242

Other funds holding DTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewEdge Wealth's DTE Position: Q1 2026 in Review

NewEdge Wealth increased its DTE Energy (DTE) stake by 66% in Q1 2026, buying an estimated $230K and bringing the position to 4,098 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #762.

NewEdge Wealth first reported a position in DTE in Q1 2022 and has held it in 17 quarters since. The position peaked at $819K in Q1 2022. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • NewEdge Wealth held 4,098 shares of DTE Energy worth $599K as of Q1 2026.
  • NewEdge Wealth bought 1,634 DTE Energy shares in Q1 2026, an estimated $230K.
  • DTE Energy made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #762 holding.
  • NewEdge Wealth first reported a position in DTE Energy in Q1 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's DTE Energy position peaked at $819K in Q1 2022.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.