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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
Q2 		$510K Buy
3,345
+123
+4% +$18K 0.01% 521
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sagespring Wealth Partners's DTE Position: Q2 2026 in Review

Sagespring Wealth Partners increased its DTE Energy (DTE) stake by 3.8% in Q2 2026, buying an estimated $18K and bringing the position to 3,345 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #521.

Sagespring Wealth Partners first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. The position peaked at $649K in Q2 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Sagespring Wealth Partners held 3,345 shares of DTE Energy worth $510K as of Q2 2026.
  • Sagespring Wealth Partners bought 123 DTE Energy shares in Q2 2026, an estimated $18K.
  • DTE Energy made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #521 holding.
  • Sagespring Wealth Partners first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's DTE Energy position peaked at $649K in Q2 2025.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.