Wealth Enhancement Advisory Services’s DTE Energy DTE Stock Holding History

Wealth Enhancement Advisory Services’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	$8.25M	Buy	60,405 +40,569	+205%	+$5.93M	0.01%	763
2026 Q1	$2.94M	Sell	19,836 -45,719	-70%	-$6.43M	0.01%	1193
2025 Q4	$8.52M	Buy	65,555 +24,071	+58%	+$3.27M	0.01%	760
2025 Q3	$5.91M	Sell	41,484 -37,947	-48%	-$5.2M	0.01%	872
2025 Q2	$10.5M	Buy	79,431 +52,701	+197%	+$7.09M	0.02%	615
2025 Q1	$3.7M	Sell	26,730 -18,528	-41%	-$2.36M	0.01%	944
2024 Q4	$5.46M	Buy	45,258 +27,601	+156%	+$3.4M	0.01%	769
2024 Q3	$2.27M	Buy	17,657 +394	+2%	+$47.5K	﹤0.01%	994
2024 Q2	$1.92M	Buy	17,263 +3,273	+23%	+$366K	﹤0.01%	1002
2024 Q1	$1.57M	Buy	13,990 +1,911	+16%	+$206K	﹤0.01%	1048
2023 Q4	$1.33M	Buy	12,079 +2,530	+26%	+$259K	﹤0.01%	1047
2023 Q3	$948K	Buy	+9,549	New	+$1.03M	﹤0.01%	1124
2019 Q3	–	Sell	-24,176	Closed	-$2.65M	–	206
2019 Q2	$2.65M	Buy	+24,176	New	+$2.6M	0.12%	73
2018 Q4	–	Sell	-18,962	Closed	-$1.9M	–	177
2018 Q3	$1.9M	Buy	+18,962	New	+$1.77M	0.11%	62
2018 Q2	–	Sell	-22,427	Closed	-$1.95M	–	170
2018 Q1	$1.95M	Buy	+22,427	New	+$1.97M	0.13%	65
2017 Q3	–	Sell	-48,102	Closed	-$4.29M	–	155
2017 Q2	$4.29M	Buy	+48,102	New	+$4.36M	0.4%	37

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

Wealth Enhancement Advisory Services's DTE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its DTE Energy (DTE) stake by 205% in Q2 2026, buying an estimated $5.93M and bringing the position to 60,405 shares worth $8.25M. The position accounts for 0.01% of the portfolio, ranked #763.

Wealth Enhancement Advisory Services first reported a position in DTE in Q2 2017 and has held it in 16 quarters since. The position peaked at $10.5M in Q2 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Wealth Enhancement Advisory Services held 60,405 shares of DTE Energy worth $8.25M as of Q2 2026.
Wealth Enhancement Advisory Services bought 40,569 DTE Energy shares in Q2 2026, an estimated $5.93M.
DTE Energy made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #763 holding.
Wealth Enhancement Advisory Services first reported a position in DTE Energy in Q2 2017 and has held it in 16 quarters since.
Wealth Enhancement Advisory Services's DTE Energy position peaked at $10.5M in Q2 2025.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.