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Smallwood Wealth Investment Management’s DTE Energy DTE Stock Holding History

Smallwood Wealth Investment 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 		$21.6K Hold
142
– – 0.01% 268
2026
Q1 		$20.8K Hold
142
– – 0.01% 256
2025
Q4 		$18.3K Hold
142
– – 0.01% 263
2025
Q3 		$20.1K Hold
142
– – 0.01% 264
2025
Q2 		$18.8K Hold
142
– – 0.01% 258
2025
Q1 		$19.6K Buy
+142
New +$18.1K 0.01% 259

Other funds holding DTE

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Smallwood Wealth Investment Management's DTE Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its DTE Energy (DTE) position steady in Q2 2026 at 142 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #268.

Smallwood Wealth Investment Management first reported a position in DTE in Q1 2025 and has held it in 6 quarters since. 460 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Smallwood Wealth Investment Management held 142 shares of DTE Energy worth $21.6K as of Q2 2026.
  • Smallwood Wealth Investment Management left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #268 holding.
  • Smallwood Wealth Investment Management first reported a position in DTE Energy in Q1 2025 and has held it in 6 quarters since.
  • 460 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.