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Pinnacle Wealth Management Advisory Group’s DTE Energy DTE Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$213K Buy
1,397
+12
+0.9% +$1.75K 0.01% 525
2026
Q1 		$203K Buy
+1,385
New +$195K 0.01% 520

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

Pinnacle Wealth Management Advisory Group's DTE Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its DTE Energy (DTE) stake by 0.87% in Q2 2026, buying an estimated $1.75K and bringing the position to 1,397 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #525.

Pinnacle Wealth Management Advisory Group first reported a position in DTE in Q1 2026 and has held it in 2 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 1,397 shares of DTE Energy worth $213K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 12 DTE Energy shares in Q2 2026, an estimated $1.75K.
  • DTE Energy made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #525 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in DTE Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.