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SHP Wealth Management’s DTE Energy DTE Stock Holding History

SHP 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 		$41.1K Sell
269
-6
-2% -$877 ﹤0.01% 590
2026
Q1 		$40.3K Buy
275
+7
+3% +$984 ﹤0.01% 545
2025
Q4 		$34.6K Buy
+268
New +$36.4K ﹤0.01% 564

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its DTE Energy (DTE) stake by 2.2% in Q2 2026, selling an estimated $877 and leaving 269 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

SHP Wealth Management first reported a position in DTE in Q4 2025 and has held it in 3 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • SHP Wealth Management held 269 shares of DTE Energy worth $41.1K as of Q2 2026.
  • SHP Wealth Management sold 6 DTE Energy shares in Q2 2026, an estimated $877.
  • DTE Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #590 holding.
  • SHP Wealth Management first reported a position in DTE Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.