SWM
DTE icon

Sandro Wealth Management’s DTE Energy DTE Stock Holding History

Sandro 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 		$310K Buy
2,037
+301
+17% +$44K 0.22% 87
2026
Q1 		$254K Buy
1,736
+135
+8% +$19K 0.2% 90
2025
Q4 		$206K Buy
+1,601
New +$217K 0.17% 92

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

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

Sandro Wealth Management increased its DTE Energy (DTE) stake by 17% in Q2 2026, buying an estimated $44K and bringing the position to 2,037 shares worth $310K. The position accounts for 0.22% of the portfolio, ranked #87.

Sandro Wealth Management first reported a position in DTE in Q4 2025 and has held it in 3 quarters since. 1,025 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Sandro Wealth Management held 2,037 shares of DTE Energy worth $310K as of Q2 2026.
  • Sandro Wealth Management bought 301 DTE Energy shares in Q2 2026, an estimated $44K.
  • DTE Energy made up 0.22% of Sandro Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Sandro Wealth Management first reported a position in DTE Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,025 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Sandro Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.