Turtle Creek Wealth Advisors’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$215K Buy
+1,412
New +$206K 0.01% 438
2025
Q4
Sell
-1,611
Closed -$228K 397
2025
Q3
$228K Buy
+1,611
New +$221K 0.02% 332
2024
Q1
Sell
-14
Closed -$1.54K 371
2023
Q4
$1.54K Buy
+14
New +$1.43K ﹤0.01% 805

Other funds holding DTE

Turtle Creek Wealth Advisors's DTE Position: Q2 2026 in Review

Turtle Creek Wealth Advisors opened a new position in DTE Energy (DTE) in Q2 2026: 1,412 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #438 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in DTE as recently as Q3 2025.

Turtle Creek Wealth Advisors first reported a position in DTE in Q4 2023 and has held it in 3 quarters since. The position peaked at $228K in Q3 2025. 460 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Turtle Creek Wealth Advisors held 1,412 shares of DTE Energy worth $215K as of Q2 2026.
  • DTE Energy was a new Turtle Creek Wealth Advisors position in Q2 2026.
  • DTE Energy made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #438 holding.
  • Turtle Creek Wealth Advisors first reported a position in DTE Energy in Q4 2023 and has held it in 3 quarters since.
  • Turtle Creek Wealth Advisors's DTE Energy position peaked at $228K in Q3 2025.
  • 460 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.