Provenance Wealth Advisors’s DTE Energy DTE Stock Holding History

Provenance Wealth 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	$2.44K	Buy	+16	New	+$2.34K	﹤0.01%	434

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

Provenance Wealth Advisors's DTE Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in DTE Energy (DTE) in Q2 2026: 16 shares worth $2.44K. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings.

1,029 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Provenance Wealth Advisors held 16 shares of DTE Energy worth $2.44K as of Q2 2026.
DTE Energy was a new Provenance Wealth Advisors position in Q2 2026.
DTE Energy made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #434 holding.
1,029 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.