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Physician Wealth Advisors’s DTE Energy DTE Stock Holding History

Physician Wealth Advisors’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 		$16K Buy
105
+7
+7% +$1.02K ﹤0.01% 738
2026
Q1 		$14.3K Buy
98
+91
+1,300% +$12.8K ﹤0.01% 707
2025
Q4 		$903 Sell
7
-25
-78% -$3.4K ﹤0.01% 1670
2025
Q3 		$4.53K Buy
+32
New +$4.38K ﹤0.01% 951

Other funds holding DTE

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Physician Wealth Advisors's DTE Position: Q2 2026 in Review

Physician Wealth Advisors increased its DTE Energy (DTE) stake by 7.1% in Q2 2026, buying an estimated $1.02K and bringing the position to 105 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Physician Wealth Advisors first reported a position in DTE in Q3 2025 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Physician Wealth Advisors held 105 shares of DTE Energy worth $16K as of Q2 2026.
  • Physician Wealth Advisors bought 7 DTE Energy shares in Q2 2026, an estimated $1.02K.
  • DTE Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #738 holding.
  • Physician Wealth Advisors first reported a position in DTE Energy in Q3 2025 and has held it in 4 quarters since.
  • 210 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.