WealthBridge Capital Management’s DTE Energy DTE Stock Holding History

WealthBridge Capital 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 Q2	$1.47M	Buy	9,638 +415	+4%	+$60.6K	0.29%	69
2026 Q1	$1.35M	Buy	9,223 +1,956	+27%	+$275K	0.31%	68
2025 Q4	$937K	Buy	7,267 +239	+3%	+$32.5K	0.21%	78
2025 Q3	$994K	Buy	7,028 +4,521	+180%	+$619K	0.23%	77
2025 Q2	$332K	Hold	2,507	–	–	0.08%	158
2025 Q1	$347K	Buy	2,507 +2	+0.1%	+$255	0.1%	141
2024 Q4	$302K	Hold	2,505	–	–	0.08%	150
2024 Q3	$322K	Hold	2,505	–	–	0.09%	149
2024 Q2	$278K	Hold	2,505	–	–	0.09%	144
2024 Q1	$281K	Hold	2,505	–	–	0.09%	139
2023 Q4	$276K	Buy	2,505 +2	+0.1%	+$205	0.1%	128
2023 Q3	$248K	Hold	2,503	–	–	0.1%	142
2023 Q2	$275K	Hold	2,503	–	–	0.11%	139
2023 Q1	$274K	Sell	2,503 -1	-0%	-$112	0.11%	155
2022 Q4	$294K	Buy	2,504 +1	+0%	+$113	0.12%	149
2022 Q3	$317K	Hold	2,503	–	–	0.14%	138
2022 Q2	$317K	Buy	2,503 +1	+0%	+$130	0.14%	138
2022 Q1	$331K	Hold	2,502	–	–	0.12%	127
2021 Q4	$299K	Sell	2,502 -2	-0.1%	-$229	0.11%	128
2021 Q3	$280K	Sell	2,504 -438	-15%	-$51.4K	0.1%	132
2021 Q2	$325K	Hold	2,942	–	–	0.12%	122
2021 Q1	$333K	Sell	2,942 -1,084	-27%	-$114K	0.14%	110
2020 Q4	$416K	Sell	4,026 -535	-12%	-$56.4K	0.18%	93
2020 Q3	$447K	Buy	4,561 +1	+0%	+$98	0.23%	79
2020 Q2	$417K	Buy	+4,560	New	+$403K	0.24%	78
2019 Q2	–	Sell	-1,214	Closed	-$128K	–	300
2019 Q1	$128K	Hold	1,214	–	–	0.08%	159
2018 Q4	$114K	Buy	+1,214	New	+$119K	0.09%	155

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

WealthBridge Capital Management's DTE Position: Q2 2026 in Review

WealthBridge Capital Management increased its DTE Energy (DTE) stake by 4.5% in Q2 2026, buying an estimated $60.6K and bringing the position to 9,638 shares worth $1.47M. The position accounts for 0.29% of the portfolio, ranked #69.

WealthBridge Capital Management first reported a position in DTE in Q4 2018 and has held it in 27 quarters since. 1,034 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

WealthBridge Capital Management held 9,638 shares of DTE Energy worth $1.47M as of Q2 2026.
WealthBridge Capital Management bought 415 DTE Energy shares in Q2 2026, an estimated $60.6K.
DTE Energy made up 0.29% of WealthBridge Capital Management's portfolio in Q2 2026, its #69 holding.
WealthBridge Capital Management first reported a position in DTE Energy in Q4 2018 and has held it in 27 quarters since.
1,034 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.