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

Prestige 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 		$7.68K Hold
50
– – ﹤0.01% 487
2026
Q1 		$7.37K Sell
50
-3
-6% -$422 ﹤0.01% 475
2025
Q4 		$6.87K Buy
53
+28
+112% +$3.8K ﹤0.01% 512
2025
Q3 		$3.56K Hold
25
– – ﹤0.01% 629
2025
Q2 		$3.34K Hold
25
– – ﹤0.01% 640
2025
Q1 		$3.48K Hold
25
– – ﹤0.01% 635
2024
Q4 		$3.05K Hold
25
– – ﹤0.01% 698
2024
Q3 		$3.24K Hold
25
– – ﹤0.01% 684
2024
Q2 		$2.8K Sell
25
-17
-40% -$1.9K ﹤0.01% 653
2024
Q1 		$4.75K Sell
42
-13
-24% -$1.4K ﹤0.01% 586
2023
Q4 		$6.12K Sell
55
-27
-33% -$2.77K ﹤0.01% 549
2023
Q3 		$8.22K Buy
82
+45
+122% +$4.84K ﹤0.01% 474
2023
Q2 		$4.11K Buy
37
+18
+95% +$2.01K ﹤0.01% 638
2023
Q1 		$2.13K Sell
19
-84
-82% -$9.41K ﹤0.01% 733
2022
Q4 		$12.2K Buy
103
+84
+442% +$9.52K ﹤0.01% 425
2022
Q3 		$2K Hold
19
– – ﹤0.01% 724
2022
Q2 		$2K Hold
19
– – ﹤0.01% 741
2022
Q1 		$3K Hold
19
– – ﹤0.01% 705
2021
Q4 		$2K Hold
19
– – ﹤0.01% 782
2021
Q3 		$2K Sell
19
-3
-14% -$352 ﹤0.01% 783
2021
Q2 		$2K Hold
22
– – ﹤0.01% 781
2021
Q1 		$3K Buy
22
+9
+69% +$945 ﹤0.01% 716
2020
Q4 		$1K Buy
13
+4
+44% +$422 ﹤0.01% 829
2020
Q3 		$1K Hold
9
– – ﹤0.01% 754
2020
Q2 		$1K Sell
9
-56
-86% -$4.96K ﹤0.01% 753
2020
Q1 		$5K Buy
+65
New +$6.6K ﹤0.01% 484
2019
Q4 		– Sell
-13
Closed -$1K – 599
2019
Q3 		$1K Buy
+13
New +$1.44K ﹤0.01% 533
2019
Q1 		– Sell
-14
Closed -$1K – 669
2018
Q4 		$1K Buy
+14
New +$1.37K ﹤0.01% 994

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

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

Prestige Wealth Management Group held its DTE Energy (DTE) position steady in Q2 2026 at 50 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Prestige Wealth Management Group first reported a position in DTE in Q4 2018 and has held it in 28 quarters since. The position peaked at $12.2K in Q4 2022. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Prestige Wealth Management Group held 50 shares of DTE Energy worth $7.68K as of Q2 2026.
  • Prestige Wealth Management Group left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #487 holding.
  • Prestige Wealth Management Group first reported a position in DTE Energy in Q4 2018 and has held it in 28 quarters since.
  • Prestige Wealth Management Group's DTE Energy position peaked at $12.2K in Q4 2022.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.