Rialto Wealth Management’s DTE Energy DTE Stock Holding History

Rialto Wealth Management’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	$4.72K	Buy	31 +18	+138%	+$2.63K	﹤0.01%	769
2026 Q1	$1.9K	Buy	13 +10	+333%	+$1.41K	﹤0.01%	881
2025 Q4	$387	Hold	3	–	–	﹤0.01%	1367
2025 Q3	$425	Sell	3 -3	-50%	-$411	﹤0.01%	1302
2025 Q2	$795	Buy	6 +2	+50%	+$269	﹤0.01%	945
2025 Q1	$554	Buy	+4	New	+$510	﹤0.01%	757

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

Rialto Wealth Management's DTE Position: Q2 2026 in Review

Rialto Wealth Management increased its DTE Energy (DTE) stake by 138% in Q2 2026, buying an estimated $2.63K and bringing the position to 31 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Rialto Wealth Management first reported a position in DTE in Q1 2025 and has held it in 6 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Rialto Wealth Management held 31 shares of DTE Energy worth $4.72K as of Q2 2026.
Rialto Wealth Management bought 18 DTE Energy shares in Q2 2026, an estimated $2.63K.
DTE Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #769 holding.
Rialto Wealth Management first reported a position in DTE Energy in Q1 2025 and has held it in 6 quarters since.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.