NW
DTE icon

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
Q2 		$863K Buy
5,666
+1,568
+38% +$229K 0.01% 699
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 $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

NewEdge Wealth's DTE Position: Q2 2026 in Review

NewEdge Wealth increased its DTE Energy (DTE) stake by 38% in Q2 2026, buying an estimated $229K and bringing the position to 5,666 shares worth $863K. The position accounts for 0.01% of the portfolio, ranked #699.

NewEdge Wealth first reported a position in DTE in Q1 2022 and has held it in 18 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • NewEdge Wealth held 5,666 shares of DTE Energy worth $863K as of Q2 2026.
  • NewEdge Wealth bought 1,568 DTE Energy shares in Q2 2026, an estimated $229K.
  • DTE Energy made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #699 holding.
  • NewEdge Wealth first reported a position in DTE Energy in Q1 2022 and has held it in 18 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.