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Paragon Private Wealth Management’s DTE Energy DTE Stock Holding History

Paragon Private 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
Q1 		$329K Sell
2,248
-270
-11% -$38K 0.1% 178
2025
Q4 		$325K Buy
2,518
+46
+2% +$6.25K 0.1% 177
2025
Q3 		$350K Sell
2,472
-325
-12% -$44.5K 0.11% 166
2025
Q2 		$370K Sell
2,797
-289
-9% -$38.9K 0.15% 150
2025
Q1 		$427K Sell
3,086
-127
-4% -$16.2K 0.2% 130
2024
Q4 		$388K Buy
3,213
+360
+13% +$44.4K 0.18% 121
2024
Q3 		$366K Buy
2,853
+267
+10% +$32.2K 0.18% 118
2024
Q2 		$287K Buy
2,586
+163
+7% +$18.2K 0.16% 126
2024
Q1 		$272K Buy
2,423
+103
+4% +$11.1K 0.16% 121
2023
Q4 		$256K Sell
2,320
-139
-6% -$14.2K 0.18% 117
2023
Q3 		$244K Buy
+2,459
New +$265K 0.2% 107

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

Paragon Private Wealth Management's DTE Position: Q1 2026 in Review

Paragon Private Wealth Management reduced its DTE Energy (DTE) stake by 11% in Q1 2026, selling an estimated $38K and leaving 2,248 shares worth $329K. The position accounts for 0.1% of the portfolio, ranked #178.

Paragon Private Wealth Management first reported a position in DTE in Q3 2023 and has held it in 11 quarters since. The position peaked at $427K in Q1 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Paragon Private Wealth Management held 2,248 shares of DTE Energy worth $329K as of Q1 2026.
  • Paragon Private Wealth Management sold 270 DTE Energy shares in Q1 2026, an estimated $38K.
  • DTE Energy made up 0.1% of Paragon Private Wealth Management's portfolio in Q1 2026, its #178 holding.
  • Paragon Private Wealth Management first reported a position in DTE Energy in Q3 2023 and has held it in 11 quarters since.
  • Paragon Private Wealth Management's DTE Energy position peaked at $427K in Q1 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.