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Perigon Wealth Management’s DTE Energy DTE Stock Holding History

Perigon 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 		$586K Sell
4,005
-7
-0.2% -$984 0.01% 733
2025
Q4 		$518K Sell
4,012
-286
-7% -$38.8K 0.01% 781
2025
Q3 		$608K Buy
4,298
+363
+9% +$49.7K 0.01% 672
2025
Q2 		$521K Buy
3,935
+8
+0.2% +$1.08K 0.01% 657
2025
Q1 		$543K Sell
3,927
-6,985
-64% -$891K 0.01% 620
2024
Q4 		$1.34M Buy
10,912
+1,429
+15% +$176K 0.03% 374
2024
Q3 		$1.22M Buy
9,483
+17
+0.2% +$2.05K 0.03% 387
2024
Q2 		$1.05M Buy
9,466
+19
+0.2% +$2.12K 0.03% 366
2024
Q1 		$1.06M Buy
9,447
+1,335
+16% +$144K 0.03% 358
2023
Q4 		$894K Buy
8,112
+945
+13% +$96.8K 0.03% 365
2023
Q3 		$712K Sell
7,167
-842
-11% -$90.6K 0.03% 373
2023
Q2 		$881K Buy
+8,009
New +$893K 0.03% 342
2021
Q1 		– Sell
-1,025
Closed -$106K – 632
2020
Q4 		$106K Buy
+1,025
New +$108K 0.01% 527
2018
Q2 		– Sell
-259
Closed -$23K – 328
2018
Q1 		$23K Hold
259
– – 0.01% 416
2017
Q4 		$24K Hold
259
– – 0.01% 383
2017
Q3 		$24K Hold
259
– – 0.01% 428
2017
Q2 		$23K Hold
259
– – 0.01% 438
2017
Q1 		$23K Hold
259
– – ﹤0.01% 457
2016
Q4 		$22K Hold
259
– – ﹤0.01% 450
2016
Q3 		$21K Hold
259
– – 0.01% 397
2016
Q2 		$22K Buy
+259
New +$20K 0.01% 328

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

Perigon Wealth Management's DTE Position: Q1 2026 in Review

Perigon Wealth Management reduced its DTE Energy (DTE) stake by 0.17% in Q1 2026, selling an estimated $984 and leaving 4,005 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #733.

Perigon Wealth Management first reported a position in DTE in Q2 2016 and has held it in 21 quarters since. The position peaked at $1.34M in Q4 2024. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Perigon Wealth Management held 4,005 shares of DTE Energy worth $586K as of Q1 2026.
  • Perigon Wealth Management sold 7 DTE Energy shares in Q1 2026, an estimated $984.
  • DTE Energy made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #733 holding.
  • Perigon Wealth Management first reported a position in DTE Energy in Q2 2016 and has held it in 21 quarters since.
  • Perigon Wealth Management's DTE Energy position peaked at $1.34M in Q4 2024.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.