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Parcion Private Wealth’s DTE Energy DTE Stock Holding History

Parcion Private 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 		$1.32M Buy
8,651
+2,615
+43% +$382K 0.07% 149
2026
Q1 		$883K Sell
6,036
-14
-0.2% -$1.97K 0.05% 171
2025
Q4 		$780K Sell
6,050
-268
-4% -$36.4K 0.05% 177
2025
Q3 		$894K Buy
6,318
+423
+7% +$57.9K 0.06% 138
2025
Q2 		$781K Buy
5,895
+55
+0.9% +$7.39K 0.06% 139
2025
Q1 		$807K Buy
5,840
+376
+7% +$48K 0.07% 132
2024
Q4 		$660K Hold
5,464
– – 0.05% 142
2024
Q3 		$702K Hold
5,464
– – 0.06% 134
2024
Q2 		$607K Hold
5,464
– – 0.06% 125
2024
Q1 		$613K Hold
5,464
– – 0.05% 127
2023
Q4 		$602K Hold
5,464
– – 0.06% 128
2023
Q3 		$542K Hold
5,464
– – 0.06% 130
2023
Q2 		$601K Sell
5,464
-34
-0.6% -$3.79K 0.06% 123
2023
Q1 		$602K Sell
5,498
-18
-0.3% -$2.02K 0.06% 127
2022
Q4 		$648K Buy
5,516
+52
+1% +$5.89K 0.07% 124
2022
Q3 		$629K Hold
5,464
– – 0.07% 131
2022
Q2 		$676K Hold
5,464
– – 0.07% 144
2022
Q1 		$722K Sell
5,464
-15
-0.3% -$1.83K 0.07% 121
2021
Q4 		$654K Sell
5,479
-15
-0.3% -$1.72K 0.06% 126
2021
Q3 		$632K Sell
5,494
-944
-15% -$111K 0.06% 136
2021
Q2 		$710K Hold
6,438
– – 0.07% 129
2021
Q1 		$729K Hold
6,438
– – 0.08% 123
2020
Q4 		$665K Hold
6,438
– – 0.09% 117
2020
Q3 		$625K Hold
6,438
– – 0.1% 114
2020
Q2 		$594K Hold
6,438
– – 0.1% 114
2020
Q1 		$520K Buy
6,438
+18
+0.3% +$1.83K 0.14% 97
2019
Q4 		$710K Buy
+6,420
New +$692K 0.16% 97

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

Parcion Private Wealth's DTE Position: Q2 2026 in Review

Parcion Private Wealth increased its DTE Energy (DTE) stake by 43% in Q2 2026, buying an estimated $382K and bringing the position to 8,651 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #149.

Parcion Private Wealth first reported a position in DTE in Q4 2019 and has held it in 27 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Parcion Private Wealth held 8,651 shares of DTE Energy worth $1.32M as of Q2 2026.
  • Parcion Private Wealth bought 2,615 DTE Energy shares in Q2 2026, an estimated $382K.
  • DTE Energy made up 0.07% of Parcion Private Wealth's portfolio in Q2 2026, its #149 holding.
  • Parcion Private Wealth first reported a position in DTE Energy in Q4 2019 and has held it in 27 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.