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Wedmont Private Capital’s DTE Energy DTE Stock Holding History

Wedmont Private Capital’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
Q3 		$283K Buy
2,224
+803
+57% +$112K 0.01% 800
2026
Q2 		$214K Buy
+1,421
New +$208K 0.01% 895
2025
Q4 		– Sell
-1,445
Closed -$206K – 817
2025
Q3 		$206K Buy
+1,445
New +$198K 0.01% 756

Other funds holding DTE

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wedmont Private Capital's DTE Position: Q3 2026 in Review

Wedmont Private Capital increased its DTE Energy (DTE) stake by 57% in Q3 2026, buying an estimated $112K and bringing the position to 2,224 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #800.

Wedmont Private Capital first reported a position in DTE in Q3 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Wedmont Private Capital held 2,224 shares of DTE Energy worth $283K as of Q3 2026.
  • Wedmont Private Capital bought 803 DTE Energy shares in Q3 2026, an estimated $112K.
  • DTE Energy made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #800 holding.
  • Wedmont Private Capital first reported a position in DTE Energy in Q3 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.