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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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SHP Wealth Management's DTE Position: Q1 2026 in Review

SHP Wealth Management increased its DTE Energy (DTE) stake by 2.6% in Q1 2026, buying an estimated $984 and bringing the position to 275 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

SHP Wealth Management first reported a position in DTE in Q4 2025 and has held it in 2 quarters since. 985 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • SHP Wealth Management held 275 shares of DTE Energy worth $40.3K as of Q1 2026.
  • SHP Wealth Management bought 7 DTE Energy shares in Q1 2026, an estimated $984.
  • DTE Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #545 holding.
  • SHP Wealth Management first reported a position in DTE Energy in Q4 2025 and has held it in 2 quarters since.
  • 985 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.