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 Q2	$456K	Sell	2,991 -114	-4%	-$16.7K	﹤0.01%	835
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 $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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s DTE Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its DTE Energy (DTE) stake by 3.7% in Q2 2026, selling an estimated $16.7K and leaving 2,991 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Wealthspire Advisors (New York) first reported a position in DTE in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.28M in Q4 2023. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Wealthspire Advisors (New York) held 2,991 shares of DTE Energy worth $456K as of Q2 2026.
Wealthspire Advisors (New York) sold 114 DTE Energy shares in Q2 2026, an estimated $16.7K.
DTE Energy made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #835 holding.
Wealthspire Advisors (New York) first reported a position in DTE Energy in Q4 2018 and has held it in 15 quarters since.
Wealthspire Advisors (New York)'s DTE Energy position peaked at $1.28M in Q4 2023.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.