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Old North State Wealth Management’s DTE Energy DTE Stock Holding History

Old North State 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 		$373K Buy
2,446
+234
+11% +$34.2K 0.16% 90
2026
Q1 		$324K Sell
2,212
-190
-8% -$26.7K 0.15% 94
2025
Q4 		$310K Sell
2,402
-63
-3% -$8.55K 0.15% 97
2025
Q3 		$349K Sell
2,465
-949
-28% -$130K 0.16% 95
2025
Q2 		$453K Buy
3,414
+25
+0.7% +$3.36K 0.24% 76
2025
Q1 		$470K Buy
3,389
+160
+5% +$20.4K 0.26% 68
2024
Q4 		$391K Buy
3,229
+478
+17% +$59K 0.22% 74
2024
Q3 		$354K Buy
2,751
+947
+52% +$114K 0.2% 73
2024
Q2 		$201K Buy
+1,804
New +$202K 0.13% 98

Other funds holding DTE

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Old North State Wealth Management's DTE Position: Q2 2026 in Review

Old North State Wealth Management increased its DTE Energy (DTE) stake by 11% in Q2 2026, buying an estimated $34.2K and bringing the position to 2,446 shares worth $373K. The position accounts for 0.16% of the portfolio, ranked #90.

Old North State Wealth Management first reported a position in DTE in Q2 2024 and has held it in 9 quarters since. The position peaked at $470K in Q1 2025. 187 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Old North State Wealth Management held 2,446 shares of DTE Energy worth $373K as of Q2 2026.
  • Old North State Wealth Management bought 234 DTE Energy shares in Q2 2026, an estimated $34.2K.
  • DTE Energy made up 0.16% of Old North State Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Old North State Wealth Management first reported a position in DTE Energy in Q2 2024 and has held it in 9 quarters since.
  • Old North State Wealth Management's DTE Energy position peaked at $470K in Q1 2025.
  • 187 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.