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

Wealth Enhancement Trust 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 		$17.8K Buy
+117
New +$17.1K ﹤0.01% 636
2026
Q1 		– Sell
-29
Closed -$3.74K – 795
2025
Q4 		$3.74K Buy
+29
New +$3.94K ﹤0.01% 620

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in DTE Energy (DTE) in Q2 2026: 117 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #636 among its holdings. This is a return to the name: Wealth Enhancement Trust Services previously reported a position in DTE as recently as Q4 2025.

Wealth Enhancement Trust Services first reported a position in DTE in Q4 2025 and has held it in 2 quarters since. 829 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Wealth Enhancement Trust Services held 117 shares of DTE Energy worth $17.8K as of Q2 2026.
  • DTE Energy was a new Wealth Enhancement Trust Services position in Q2 2026.
  • DTE Energy made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #636 holding.
  • Wealth Enhancement Trust Services first reported a position in DTE Energy in Q4 2025 and has held it in 2 quarters since.
  • 829 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

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