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DTE icon

True Wealth Design’s DTE Energy DTE Stock Holding History

True Wealth Design’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
Q3 		$62.8K Sell
516
-185
-26% -$25.7K 0.01% 432
2026
Q2 		$107K Buy
701
+617
+735% +$90.1K 0.03% 242
2026
Q1 		$12.3K Buy
84
+8
+11% +$1.13K ﹤0.01% 909
2025
Q4 		$9.8K Sell
76
-84
-53% -$11.4K ﹤0.01% 876
2025
Q3 		$22.6K Buy
160
+34
+27% +$4.66K 0.01% 561
2025
Q2 		$16.7K Buy
126
+7
+6% +$941 0.01% 432
2025
Q1 		$16.5K Buy
119
+27
+29% +$3.44K 0.01% 372
2024
Q4 		$11.1K Buy
92
+85
+1,214% +$10.5K ﹤0.01% 406
2024
Q3 		$899 Hold
7
– – ﹤0.01% 997
2024
Q2 		$778 Buy
7
+2
+40% +$224 ﹤0.01% 567
2024
Q1 		$561 Buy
5
+2
+67% +$216 ﹤0.01% 599
2023
Q4 		$331 Hold
3
– – ﹤0.01% 589
2023
Q3 		$298 Hold
3
– – ﹤0.01% 561
2023
Q2 		$331 Sell
3
-150
-98% -$16.7K ﹤0.01% 562
2023
Q1 		$16.8K Buy
153
+150
+5,000% +$16.8K 0.01% 211
2022
Q4 		$353 Buy
+3
New +$340 ﹤0.01% 547

Other funds holding DTE

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

True Wealth Design's DTE Position: Q3 2026 in Review

True Wealth Design reduced its DTE Energy (DTE) stake by 26% in Q3 2026, selling an estimated $25.7K and leaving 516 shares worth $62.8K. The position accounts for 0.01% of the portfolio, ranked #432.

True Wealth Design first reported a position in DTE in Q4 2022 and has held it in 16 quarters since. The position peaked at $107K in Q2 2026. 88 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • True Wealth Design held 516 shares of DTE Energy worth $62.8K as of Q3 2026.
  • True Wealth Design sold 185 DTE Energy shares in Q3 2026, an estimated $25.7K.
  • DTE Energy made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #432 holding.
  • True Wealth Design first reported a position in DTE Energy in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's DTE Energy position peaked at $107K in Q2 2026.
  • 88 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.