Wealthcare Advisory Partners’s DTE Energy DTE Stock Holding History

Wealthcare Advisory Partners’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	$844K	Buy	5,538 +253	+5%	+$37K	0.02%	559
2026 Q1	$773K	Buy	5,285 +254	+5%	+$35.7K	0.02%	581
2025 Q4	$649K	Sell	5,031 -35	-0.7%	-$4.75K	0.01%	612
2025 Q3	$717K	Buy	5,066 +168	+3%	+$23K	0.01%	581
2025 Q2	$649K	Buy	4,898 +2,370	+94%	+$319K	0.01%	580
2025 Q1	$350K	Buy	2,528 +13	+0.5%	+$1.66K	0.01%	687
2024 Q4	$304K	Buy	2,515 +399	+19%	+$49.2K	0.01%	708
2024 Q3	$272K	Sell	2,116 -12	-0.6%	-$1.45K	0.01%	749
2024 Q2	$236K	Buy	2,128 +119	+6%	+$13.3K	0.01%	742
2024 Q1	$225K	Buy	+2,009	New	+$217K	0.01%	740
2021 Q2	–	Sell	-803	Closed	-$91K	–	873
2021 Q1	$91K	Buy	+803	New	+$84.3K	0.01%	692
2020 Q2	–	Sell	-270	Closed	-$22K	–	573
2020 Q1	$22K	Buy	270 +29	+12%	+$2.94K	﹤0.01%	703
2019 Q4	$27K	Hold	241	–	–	﹤0.01%	677
2019 Q3	$27K	Hold	241	–	–	﹤0.01%	674
2019 Q2	$26K	Hold	241	–	–	﹤0.01%	662
2019 Q1	$26K	Sell	241 -121	-33%	-$12.2K	﹤0.01%	595
2018 Q4	$34K	Hold	362	–	–	0.01%	511
2018 Q3	$34K	Hold	362	–	–	0.01%	551
2018 Q2	$32K	Hold	362	–	–	0.01%	559
2018 Q1	$32K	Buy	+362	New	+$31.7K	0.01%	478

Other funds holding DTE

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wealthcare Advisory Partners's DTE Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its DTE Energy (DTE) stake by 4.8% in Q2 2026, buying an estimated $37K and bringing the position to 5,538 shares worth $844K. The position accounts for 0.02% of the portfolio, ranked #559.

Wealthcare Advisory Partners first reported a position in DTE in Q1 2018 and has held it in 20 quarters since. 237 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Wealthcare Advisory Partners held 5,538 shares of DTE Energy worth $844K as of Q2 2026.
Wealthcare Advisory Partners bought 253 DTE Energy shares in Q2 2026, an estimated $37K.
DTE Energy made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #559 holding.
Wealthcare Advisory Partners first reported a position in DTE Energy in Q1 2018 and has held it in 20 quarters since.
237 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.