Sculati Wealth Management’s DTE Energy DTE Stock Holding History

Sculati 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	$1.47M	Sell	9,923 -1,422	-13%	-$208K	0.49%	54
2026 Q1	$1.66M	Hold	11,345	–	–	0.61%	49
2025 Q4	$1.46M	Sell	11,345 -311	-3%	-$42.2K	0.52%	55
2025 Q3	$1.65M	Sell	11,656 -93	-0.8%	-$12.7K	0.58%	49
2025 Q2	$1.56M	Sell	11,749 -235	-2%	-$31.6K	0.58%	54
2025 Q1	$1.66M	Sell	11,984 -345	-3%	-$44K	0.67%	44
2024 Q4	$1.49M	Hold	12,329	–	–	0.59%	47
2024 Q3	$1.58M	Sell	12,329 -990	-7%	-$119K	0.63%	45
2024 Q2	$1.48M	Hold	13,319	–	–	0.63%	50
2024 Q1	$1.49M	Sell	13,319 -347	-3%	-$37.4K	0.64%	53
2023 Q4	$1.51M	Hold	13,666	–	–	0.7%	48
2023 Q3	$1.36M	Buy	13,666 +430	+3%	+$46.3K	0.69%	49
2023 Q2	$1.46M	Buy	13,236 +256	+2%	+$28.5K	0.73%	47
2023 Q1	$1.42M	Sell	12,980 -30	-0.2%	-$3.36K	0.76%	48
2022 Q4	$1.53M	Sell	13,010 -70	-0.5%	-$7.94K	0.86%	37
2022 Q3	$1.5M	Sell	13,080 -515	-4%	-$66.5K	0.89%	39
2022 Q2	$1.72M	Hold	13,595	–	–	0.98%	33
2022 Q1	$1.8M	Buy	13,595 +1	+0%	+$122	0.88%	37
2021 Q4	$1.63M	Hold	13,594	–	–	0.79%	40
2021 Q3	$1.52M	Sell	13,594 -2,379	-15%	-$279K	0.8%	38
2021 Q2	$1.76M	Buy	15,973 +194	+1%	+$22.7K	0.93%	35
2021 Q1	$1.79M	Buy	+15,779	New	+$1.66M	1.03%	32
2020 Q1	–	Sell	-2,258	Closed	-$250K	–	103
2019 Q4	$250K	Buy	+2,258	New	+$244K	0.22%	80

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

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

Sculati Wealth Management reduced its DTE Energy (DTE) stake by 13% in Q2 2026, selling an estimated $208K and leaving 9,923 shares worth $1.47M. The position accounts for 0.49% of the portfolio, ranked #54.

Sculati Wealth Management first reported a position in DTE in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.8M in Q1 2022. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Sculati Wealth Management held 9,923 shares of DTE Energy worth $1.47M as of Q2 2026.
Sculati Wealth Management sold 1,422 DTE Energy shares in Q2 2026, an estimated $208K.
DTE Energy made up 0.49% of Sculati Wealth Management's portfolio in Q2 2026, its #54 holding.
Sculati Wealth Management first reported a position in DTE Energy in Q4 2019 and has held it in 23 quarters since.
Sculati Wealth Management's DTE Energy position peaked at $1.8M in Q1 2022.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.