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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
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

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

True Wealth Design's DTE Position: Q2 2026 in Review

True Wealth Design increased its DTE Energy (DTE) stake by 735% in Q2 2026, buying an estimated $90.1K and bringing the position to 701 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #242.

True Wealth Design first reported a position in DTE in Q4 2022 and has held it in 15 quarters since. 1,033 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • True Wealth Design held 701 shares of DTE Energy worth $107K as of Q2 2026.
  • True Wealth Design bought 617 DTE Energy shares in Q2 2026, an estimated $90.1K.
  • DTE Energy made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #242 holding.
  • True Wealth Design first reported a position in DTE Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,033 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.