Prospera Financial Services’s DTE Energy DTE Stock Holding History

Prospera Financial 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	$1.05M	Sell	6,920 -57	-0.8%	-$8.33K	0.02%	742
2026 Q1	$1.02M	Buy	6,977 +33	+0.5%	+$4.64K	0.02%	704
2025 Q4	$896K	Buy	6,944 +928	+15%	+$126K	0.01%	713
2025 Q3	$851K	Sell	6,016 -163	-3%	-$22.3K	0.01%	745
2025 Q2	$819K	Buy	6,179 +1,672	+37%	+$225K	0.02%	722
2025 Q1	$623K	Buy	4,507 +233	+5%	+$29.7K	0.01%	702
2024 Q4	$516K	Buy	+4,274	New	+$527K	0.01%	735
2023 Q2	–	Sell	-6,856	Closed	-$751K	–	1025
2023 Q1	$751K	Buy	+6,856	New	+$768K	0.03%	500
2022 Q2	–	Sell	-630	Closed	-$83K	–	1859
2022 Q1	$83K	Buy	+630	New	+$76.8K	﹤0.01%	1173
2020 Q4	–	Sell	-445	Closed	-$44K	–	894
2020 Q3	$44K	Buy	+445	New	+$43.5K	0.02%	662

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

Prospera Financial Services's DTE Position: Q2 2026 in Review

Prospera Financial Services reduced its DTE Energy (DTE) stake by 0.82% in Q2 2026, selling an estimated $8.33K and leaving 6,920 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #742.

Prospera Financial Services first reported a position in DTE in Q3 2020 and has held it in 10 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Prospera Financial Services held 6,920 shares of DTE Energy worth $1.05M as of Q2 2026.
Prospera Financial Services sold 57 DTE Energy shares in Q2 2026, an estimated $8.33K.
DTE Energy made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #742 holding.
Prospera Financial Services first reported a position in DTE Energy in Q3 2020 and has held it in 10 quarters since.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.