Peak Wealth Management’s DTE Energy DTE Stock Holding History

Peak 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	$206K	Buy	+1,350	New	+$197K	0.14%	56

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

Peak Wealth Management's DTE Position: Q2 2026 in Review

Peak Wealth Management opened a new position in DTE Energy (DTE) in Q2 2026: 1,350 shares worth $206K. The stake represents 0.14% of the portfolio and ranks #56 among its holdings.

1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Peak Wealth Management held 1,350 shares of DTE Energy worth $206K as of Q2 2026.
DTE Energy was a new Peak Wealth Management position in Q2 2026.
DTE Energy made up 0.14% of Peak Wealth Management's portfolio in Q2 2026, its #56 holding.
1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Peak Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.