Pinnacle Wealth Planning Services’s DTE Energy DTE Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$26.6K	Buy	218 +6	+3%	+$833	﹤0.01%	1640
2026 Q2	$32.3K	Buy	212 +6	+3%	+$877	﹤0.01%	1550
2026 Q1	$30.1K	Sell	206 -3	-1%	-$422	﹤0.01%	1483
2025 Q4	$27K	Buy	+209	New	+$28.4K	﹤0.01%	1572
2023 Q4	–	Sell	-2,063	Closed	-$205K	–	493
2023 Q3	$205K	Sell	2,063 -37	-2%	-$3.98K	0.03%	361
2023 Q2	$231K	Hold	2,100	–	–	0.04%	328
2023 Q1	$230K	Buy	2,100 +28	+1%	+$3.14K	0.04%	337
2022 Q4	$244K	Buy	+2,072	New	+$235K	0.04%	305
2021 Q1	–	Sell	-266	Closed	-$27K	–	793
2020 Q4	$27K	Buy	+266	New	+$28K	0.01%	1032

Other funds holding DTE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's DTE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its DTE Energy (DTE) stake by 2.8% in Q3 2026, buying an estimated $833 and bringing the position to 218 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Pinnacle Wealth Planning Services first reported a position in DTE in Q4 2020 and has held it in 9 quarters since. The position peaked at $244K in Q4 2022. 499 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

Pinnacle Wealth Planning Services held 218 shares of DTE Energy worth $26.6K as of Q3 2026.
Pinnacle Wealth Planning Services bought 6 DTE Energy shares in Q3 2026, an estimated $833.
DTE Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1640 holding.
Pinnacle Wealth Planning Services first reported a position in DTE Energy in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's DTE Energy position peaked at $244K in Q4 2022.
499 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.