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Prosperity Capital Advisors’s DTE Energy DTE Stock Holding History

Prosperity Capital Advisors’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 		$203K Buy
+1,330
New +$194K 0.01% 414
2024
Q2 		– Sell
-2,420
Closed -$271K – 324
2024
Q1 		$271K Buy
+2,420
New +$261K 0.03% 278

Other funds holding DTE

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Prosperity Capital Advisors's DTE Position: Q2 2026 in Review

Prosperity Capital Advisors opened a new position in DTE Energy (DTE) in Q2 2026: 1,330 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #414 among its holdings. This is a return to the name: Prosperity Capital Advisors previously reported a position in DTE as recently as Q1 2024.

Prosperity Capital Advisors first reported a position in DTE in Q1 2024 and has held it in 2 quarters since. The position peaked at $271K in Q1 2024. 187 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Prosperity Capital Advisors held 1,330 shares of DTE Energy worth $203K as of Q2 2026.
  • DTE Energy was a new Prosperity Capital Advisors position in Q2 2026.
  • DTE Energy made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #414 holding.
  • Prosperity Capital Advisors first reported a position in DTE Energy in Q1 2024 and has held it in 2 quarters since.
  • Prosperity Capital Advisors's DTE Energy position peaked at $271K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.