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Sagespring Wealth Partners’s DTE Energy DTE Stock Holding History

Sagespring Wealth Partners’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
Q1 		$471K Buy
3,222
+37
+1% +$5.2K 0.01% 511
2025
Q4 		$411K Sell
3,185
-1,323
-29% -$180K 0.01% 529
2025
Q3 		$638K Sell
4,508
-395
-8% -$54.1K 0.01% 405
2025
Q2 		$649K Buy
4,903
+1,594
+48% +$214K 0.01% 370
2025
Q1 		$458K Buy
3,309
+406
+14% +$51.8K 0.01% 409
2024
Q4 		$351K Buy
+2,903
New +$358K 0.01% 430

Other funds holding DTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sagespring Wealth Partners's DTE Position: Q1 2026 in Review

Sagespring Wealth Partners increased its DTE Energy (DTE) stake by 1.2% in Q1 2026, buying an estimated $5.2K and bringing the position to 3,222 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #511.

Sagespring Wealth Partners first reported a position in DTE in Q4 2024 and has held it in 6 quarters since. The position peaked at $649K in Q2 2025. 982 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Sagespring Wealth Partners held 3,222 shares of DTE Energy worth $471K as of Q1 2026.
  • Sagespring Wealth Partners bought 37 DTE Energy shares in Q1 2026, an estimated $5.2K.
  • DTE Energy made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #511 holding.
  • Sagespring Wealth Partners first reported a position in DTE Energy in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's DTE Energy position peaked at $649K in Q2 2025.
  • 982 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.