Wealthspire Advisors (New York)’s DTE Energy DTE Stock Holding History

Wealthspire Advisors (New York)’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	$454K	Sell	3,105 -1,940	-38%	-$273K	﹤0.01%	601
2025 Q4	$651K	Sell	5,045 -181	-3%	-$24.6K	0.01%	535
2025 Q3	$739K	Sell	5,226 -524	-9%	-$71.8K	﹤0.01%	452
2025 Q2	$762K	Sell	5,750 -421	-7%	-$56.6K	﹤0.01%	438
2025 Q1	$853K	Sell	6,171 -1,860	-23%	-$237K	0.01%	413
2024 Q4	$970K	Sell	8,031 -1,045	-12%	-$129K	0.01%	375
2024 Q3	$1.17M	Sell	9,076 -424	-4%	-$51.1K	0.01%	347
2024 Q2	$1.05M	Sell	9,500 -1,240	-12%	-$139K	0.01%	304
2024 Q1	$1.2M	Sell	10,740 -831	-7%	-$89.7K	0.02%	285
2023 Q4	$1.28M	Sell	11,571 -13	-0.1%	-$1.33K	0.02%	271
2023 Q3	$1.15M	Buy	+11,584	New	+$1.25M	0.02%	258
2021 Q2	–	Sell	-2,586	Closed	-$293K	–	457
2021 Q1	$293K	Buy	2,586 +178	+7%	+$18.7K	0.01%	560
2020 Q4	$249K	Buy	+2,408	New	+$254K	0.01%	496
2019 Q1	–	Sell	-142	Closed	-$13K	–	247
2018 Q4	$13K	Buy	+142	New	+$13.9K	﹤0.01%	434

Other funds holding DTE

BlackRock New York $5.72T 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 $432B AUM 30.22% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s DTE Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its DTE Energy (DTE) stake by 38% in Q1 2026, selling an estimated $273K and leaving 3,105 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Wealthspire Advisors (New York) first reported a position in DTE in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.28M in Q4 2023. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Wealthspire Advisors (New York) held 3,105 shares of DTE Energy worth $454K as of Q1 2026.
Wealthspire Advisors (New York) sold 1,940 DTE Energy shares in Q1 2026, an estimated $273K.
DTE Energy made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #601 holding.
Wealthspire Advisors (New York) first reported a position in DTE Energy in Q4 2018 and has held it in 14 quarters since.
Wealthspire Advisors (New York)'s DTE Energy position peaked at $1.28M in Q4 2023.
981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.