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Premier Path Wealth Partners’s DTE Energy DTE Stock Holding History

Premier Path Wealth Partners’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 		$209K Sell
1,374
-21
-2% -$3.07K 0.02% 393
2026
Q1 		$204K Buy
+1,395
New +$196K 0.03% 393
2025
Q4 		– Sell
-1,476
Closed -$209K – 405
2025
Q3 		$209K Buy
+1,476
New +$202K 0.03% 382

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

Premier Path Wealth Partners's DTE Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its DTE Energy (DTE) stake by 1.5% in Q2 2026, selling an estimated $3.07K and leaving 1,374 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #393.

Premier Path Wealth Partners first reported a position in DTE in Q3 2025 and has held it in 3 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Premier Path Wealth Partners held 1,374 shares of DTE Energy worth $209K as of Q2 2026.
  • Premier Path Wealth Partners sold 21 DTE Energy shares in Q2 2026, an estimated $3.07K.
  • DTE Energy made up 0.02% of Premier Path Wealth Partners's portfolio in Q2 2026, its #393 holding.
  • Premier Path Wealth Partners first reported a position in DTE Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.