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 Q2	$341K	Sell	2,235 -13	-0.6%	-$1.9K	0.09%	182
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 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

Paragon Private Wealth Management's DTE Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its DTE Energy (DTE) stake by 0.58% in Q2 2026, selling an estimated $1.9K and leaving 2,235 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #182.

Paragon Private Wealth Management first reported a position in DTE in Q3 2023 and has held it in 12 quarters since. The position peaked at $427K in Q1 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Paragon Private Wealth Management held 2,235 shares of DTE Energy worth $341K as of Q2 2026.
Paragon Private Wealth Management sold 13 DTE Energy shares in Q2 2026, an estimated $1.9K.
DTE Energy made up 0.09% of Paragon Private Wealth Management's portfolio in Q2 2026, its #182 holding.
Paragon Private Wealth Management first reported a position in DTE Energy in Q3 2023 and has held it in 12 quarters since.
Paragon Private Wealth Management's DTE Energy position peaked at $427K in Q1 2025.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.