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Spire Wealth Management’s DTE Energy DTE Stock Holding History

Spire 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 		$60K Sell
394
-30
-7% -$4.38K ﹤0.01% 1129
2026
Q1 		$62K Sell
424
-122
-22% -$17.2K ﹤0.01% 1110
2025
Q4 		$70.4K Buy
546
+3
+0.6% +$407 ﹤0.01% 1082
2025
Q3 		$76.8K Hold
543
– – ﹤0.01% 1091
2025
Q2 		$71.9K Sell
543
-1
-0.2% -$134 ﹤0.01% 1091
2025
Q1 		$75.2K Sell
544
-1,891
-78% -$241K ﹤0.01% 1147
2024
Q4 		$294K Buy
2,435
+1,892
+348% +$233K 0.01% 715
2024
Q3 		$69.8K Buy
543
+9
+2% +$1.08K ﹤0.01% 1031
2024
Q2 		$59.3K Sell
534
-98
-16% -$11K ﹤0.01% 1063
2024
Q1 		$70.9K Buy
632
+249
+65% +$26.9K ﹤0.01% 1102
2023
Q4 		$40.1K Sell
383
-2
-0.5% -$205 ﹤0.01% 1280
2023
Q3 		$38.3K Buy
385
+1
+0.3% +$108 ﹤0.01% 1266
2023
Q2 		$42.2K Sell
384
-101
-21% -$11.3K ﹤0.01% 1266
2023
Q1 		$53.1K Sell
485
-1,438
-75% -$161K ﹤0.01% 1178
2022
Q4 		$226K Buy
1,923
+358
+23% +$40.6K 0.01% 522
2022
Q3 		$180K Sell
1,565
-1,351
-46% -$175K 0.01% 555
2022
Q2 		$370K Sell
2,916
-1,256
-30% -$164K 0.02% 567
2022
Q1 		$552K Sell
4,172
-2,284
-35% -$279K 0.01% 544
2021
Q4 		$772K Buy
6,456
+2,414
+60% +$276K 0.02% 557
2021
Q3 		$452K Sell
4,042
-726
-15% -$85.2K 0.01% 622
2021
Q2 		$526K Sell
4,768
-2,242
-32% -$262K 0.01% 593
2021
Q1 		$808K Buy
+7,010
New +$736K 0.02% 513

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management reduced its DTE Energy (DTE) stake by 7.1% in Q2 2026, selling an estimated $4.38K and leaving 394 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Spire Wealth Management first reported a position in DTE in Q1 2021 and has held it in 22 quarters since. The position peaked at $808K in Q1 2021. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Spire Wealth Management held 394 shares of DTE Energy worth $60K as of Q2 2026.
  • Spire Wealth Management sold 30 DTE Energy shares in Q2 2026, an estimated $4.38K.
  • DTE Energy made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1129 holding.
  • Spire Wealth Management first reported a position in DTE Energy in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's DTE Energy position peaked at $808K in Q1 2021.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.