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 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

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 Planning Services's DTE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its DTE Energy (DTE) stake by 2.9% in Q2 2026, buying an estimated $877 and bringing the position to 212 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Pinnacle Wealth Planning Services first reported a position in DTE in Q4 2020 and has held it in 8 quarters since. The position peaked at $244K in Q4 2022. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Pinnacle Wealth Planning Services held 212 shares of DTE Energy worth $32.3K as of Q2 2026.
Pinnacle Wealth Planning Services bought 6 DTE Energy shares in Q2 2026, an estimated $877.
DTE Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1550 holding.
Pinnacle Wealth Planning Services first reported a position in DTE Energy in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's DTE Energy position peaked at $244K in Q4 2022.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.