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

Pinnacle Wealth Management 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	$478K	Hold	3,139	–	–	0.22%	79
2026 Q1	$459K	Buy	3,139 +91	+3%	+$12.8K	0.23%	77
2025 Q4	$393K	Hold	3,048	–	–	0.2%	84
2025 Q3	$431K	Buy	3,048 +25	+0.8%	+$3.42K	0.22%	75
2025 Q2	$400K	Hold	3,023	–	–	0.23%	75
2025 Q1	$418K	Sell	3,023 -57	-2%	-$7.27K	0.29%	64
2024 Q4	$372K	Hold	3,080	–	–	0.23%	76
2024 Q3	$395K	Buy	3,080 +22	+0.7%	+$2.65K	0.25%	76
2024 Q2	$340K	Hold	3,058	–	–	0.23%	74
2024 Q1	$343K	Sell	3,058 -166	-5%	-$17.9K	0.25%	76
2023 Q4	$356K	Hold	3,224	–	–	0.29%	66
2023 Q3	$320K	Hold	3,224	–	–	0.29%	67
2023 Q2	$355K	Hold	3,224	–	–	0.31%	63
2023 Q1	$353K	Sell	3,224 -400	-11%	-$44.8K	0.31%	67
2022 Q4	$426K	Hold	3,624	–	–	0.38%	57
2022 Q3	$417K	Sell	3,624 -57	-2%	-$7.36K	0.37%	57
2022 Q2	$467K	Sell	3,681 -56	-1%	-$7.3K	0.39%	54
2022 Q1	$494K	Sell	3,737 -130	-3%	-$15.9K	0.37%	61
2021 Q4	$462K	Sell	3,867 -85	-2%	-$9.72K	0.34%	67
2021 Q3	$441K	Sell	3,952 -692	-15%	-$81.2K	0.33%	72
2021 Q2	$512K	Buy	+4,644	New	+$543K	0.37%	67

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

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

Pinnacle Wealth Management Group held its DTE Energy (DTE) position steady in Q2 2026 at 3,139 shares worth $478K. The position accounts for 0.22% of the portfolio, ranked #79.

Pinnacle Wealth Management Group first reported a position in DTE in Q2 2021 and has held it in 21 quarters since. The position peaked at $512K in Q2 2021. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Pinnacle Wealth Management Group held 3,139 shares of DTE Energy worth $478K as of Q2 2026.
Pinnacle Wealth Management Group left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.22% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #79 holding.
Pinnacle Wealth Management Group first reported a position in DTE Energy in Q2 2021 and has held it in 21 quarters since.
Pinnacle Wealth Management Group's DTE Energy position peaked at $512K in Q2 2021.
1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.