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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wedmont Private Capital's DTE Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in DTE Energy (DTE) in Q2 2026: 1,421 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #895 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in DTE as recently as Q3 2025.

Wedmont Private Capital first reported a position in DTE in Q3 2025 and has held it in 2 quarters since. 570 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Wedmont Private Capital held 1,421 shares of DTE Energy worth $214K as of Q2 2026.
  • DTE Energy was a new Wedmont Private Capital position in Q2 2026.
  • DTE Energy made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #895 holding.
  • Wedmont Private Capital first reported a position in DTE Energy in Q3 2025 and has held it in 2 quarters since.
  • 570 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.