SWM
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Segment Wealth Management’s DTE Energy DTE Stock Holding History

Segment 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 		$303K Buy
1,990
+465
+30% +$67.9K 0.02% 271
2026
Q1 		$223K Sell
1,525
-219
-13% -$30.8K 0.01% 296
2025
Q4 		$225K Buy
1,744
+76
+5% +$10.3K 0.01% 298
2025
Q3 		$236K Buy
1,668
+120
+8% +$16.4K 0.01% 266
2025
Q2 		$205K Buy
+1,548
New +$208K 0.01% 280

Other funds holding DTE

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Segment Wealth Management increased its DTE Energy (DTE) stake by 30% in Q2 2026, buying an estimated $67.9K and bringing the position to 1,990 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #271.

Segment Wealth Management first reported a position in DTE in Q2 2025 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Segment Wealth Management held 1,990 shares of DTE Energy worth $303K as of Q2 2026.
  • Segment Wealth Management bought 465 DTE Energy shares in Q2 2026, an estimated $67.9K.
  • DTE Energy made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Segment Wealth Management first reported a position in DTE Energy in Q2 2025 and has held it in 5 quarters since.
  • 191 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.