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Venturi Wealth Management’s DTE Energy DTE Stock Holding History

Venturi 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
Q1 		$617K Sell
4,218
-403
-9% -$56.7K 0.03% 303
2025
Q4 		$596K Sell
4,621
-399
-8% -$54.2K 0.03% 298
2025
Q3 		$710K Buy
5,020
+166
+3% +$22.7K 0.03% 262
2025
Q2 		$643K Sell
4,854
-75
-2% -$10.1K 0.03% 277
2025
Q1 		$682K Buy
4,929
+204
+4% +$26K 0.04% 270
2024
Q4 		$571K Buy
4,725
+138
+3% +$17K 0.03% 315
2024
Q3 		$589K Sell
4,587
-136
-3% -$16.4K 0.03% 261
2024
Q2 		$524K Buy
4,723
+160
+4% +$17.9K 0.03% 278
2024
Q1 		$512K Sell
4,563
-415
-8% -$44.8K 0.03% 266
2023
Q4 		$549K Sell
4,978
-406
-8% -$41.6K 0.04% 251
2023
Q3 		$535K Sell
5,384
-1,036
-16% -$111K 0.04% 233
2023
Q2 		$706K Buy
6,420
+202
+3% +$22.5K 0.06% 193
2023
Q1 		$681K Sell
6,218
-794
-11% -$88.9K 0.06% 209
2022
Q4 		$824K Buy
7,012
+463
+7% +$52.5K 0.07% 192
2022
Q3 		$754K Sell
6,549
-299
-4% -$38.6K 0.07% 182
2022
Q2 		$868K Sell
6,848
-115
-2% -$15K 0.08% 159
2022
Q1 		$921K Sell
6,963
-302
-4% -$36.8K 0.07% 172
2021
Q4 		$868K Sell
7,265
-309
-4% -$35.3K 0.07% 197
2021
Q3 		$846K Sell
7,574
-2,535
-25% -$297K 0.07% 185
2021
Q2 		$1.11M Sell
10,109
-6,732
-40% -$787K 0.1% 144
2021
Q1 		$1.91M Sell
16,841
-3,048
-15% -$320K 0.18% 84
2020
Q4 		$2.06M Buy
+19,889
New +$2.1M 0.21% 79

Other funds holding DTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Venturi Wealth Management's DTE Position: Q1 2026 in Review

Venturi Wealth Management reduced its DTE Energy (DTE) stake by 8.7% in Q1 2026, selling an estimated $56.7K and leaving 4,218 shares worth $617K. The position accounts for 0.03% of the portfolio, ranked #303.

Venturi Wealth Management first reported a position in DTE in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.06M in Q4 2020. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Venturi Wealth Management held 4,218 shares of DTE Energy worth $617K as of Q1 2026.
  • Venturi Wealth Management sold 403 DTE Energy shares in Q1 2026, an estimated $56.7K.
  • DTE Energy made up 0.03% of Venturi Wealth Management's portfolio in Q1 2026, its #303 holding.
  • Venturi Wealth Management first reported a position in DTE Energy in Q4 2020 and has held it in 22 quarters since.
  • Venturi Wealth Management's DTE Energy position peaked at $2.06M in Q4 2020.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.