Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
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
–
207
2019
Q2
$2.65M
Buy
+24,176
New
+$2.6M
0.12%
73
2018
Q4
–
Sell
-18,962
Closed
-$1.9M
–
178
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
$5.7T AUM
30.48%
1-Year Est. Return
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close