Strategic Wealth Partners’s DTE Energy DTE Stock Holding History

Strategic Wealth Partners’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	$24.4K	Hold	160	–	–	﹤0.01%	699
2026 Q1	$23.4K	Hold	160	–	–	﹤0.01%	667
2025 Q4	$20.6K	Hold	160	–	–	﹤0.01%	694
2025 Q3	$22.6K	Hold	160	–	–	﹤0.01%	703
2025 Q2	$21.2K	Buy	+160	New	+$21.5K	﹤0.01%	640

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Strategic Wealth Partners's DTE Position: Q2 2026 in Review

Strategic Wealth Partners held its DTE Energy (DTE) position steady in Q2 2026 at 160 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Strategic Wealth Partners first reported a position in DTE in Q2 2025 and has held it in 5 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Strategic Wealth Partners held 160 shares of DTE Energy worth $24.4K as of Q2 2026.
Strategic Wealth Partners left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #699 holding.
Strategic Wealth Partners first reported a position in DTE Energy in Q2 2025 and has held it in 5 quarters since.
1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.