Wellington Shields & Co’s DTE Energy DTE Stock Holding History

Wellington Shields & Co’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	$533K	Hold	3,500	–	–	0.12%	154
2026 Q1	$512K	Hold	3,500	–	–	0.13%	144
2025 Q4	$451K	Hold	3,500	–	–	0.11%	150
2025 Q3	$495K	Hold	3,500	–	–	0.13%	146
2025 Q2	$464K	Hold	3,500	–	–	0.13%	138
2025 Q1	$484K	Hold	3,500	–	–	0.15%	130
2024 Q4	$423K	Hold	3,500	–	–	0.13%	139
2024 Q3	$449K	Hold	3,500	–	–	0.14%	138
2024 Q2	$389K	Hold	3,500	–	–	0.13%	142
2024 Q1	$392K	Hold	3,500	–	–	0.13%	148
2023 Q4	$386K	Hold	3,500	–	–	0.14%	134
2023 Q3	$347K	Hold	3,500	–	–	0.09%	145
2023 Q2	$385K	Hold	3,500	–	–	0.09%	135
2023 Q1	$383K	Hold	3,500	–	–	0.09%	137
2022 Q4	$411K	Hold	3,500	–	–	0.09%	129
2022 Q3	$403K	Hold	3,500	–	–	0.18%	121
2022 Q2	$444K	Hold	3,500	–	–	0.11%	113
2022 Q1	$463K	Hold	3,500	–	–	0.15%	127
2021 Q4	$418K	Hold	3,500	–	–	0.08%	139
2021 Q3	$391K	Sell	3,500 -613	-15%	-$71.9K	0.14%	131
2021 Q2	$454K	Hold	4,113	–	–	0.15%	119
2021 Q1	$466K	Sell	4,113 -81	-2%	-$8.5K	0.17%	116
2020 Q4	$433K	Hold	4,194	–	–	0.16%	110
2020 Q3	$411K	Hold	4,194	–	–	0.17%	105
2020 Q2	$384K	Hold	4,194	–	–	0.17%	113
2020 Q1	$339K	Hold	4,194	–	–	0.19%	112
2019 Q4	$464K	Buy	+4,194	New	+$452K	0.21%	107
2019 Q3	–	Sell	-4,194	Closed	-$456K	–	125
2019 Q2	$456K	Hold	4,194	–	–	0.22%	108
2019 Q1	$445K	Hold	4,194	–	–	0.23%	102
2018 Q4	$394K	Hold	4,194	–	–	0.23%	103
2018 Q3	$389K	Hold	4,194	–	–	0.21%	96
2018 Q2	$370K	Hold	4,194	–	–	0.19%	97
2018 Q1	$373K	Hold	4,194	–	–	0.2%	100
2017 Q4	$391K	Buy	4,194 +81	+2%	+$7.7K	0.21%	101
2017 Q3	$376K	Sell	4,113 -81	-2%	-$7.5K	0.12%	94
2017 Q2	$378K	Hold	4,194	–	–	0.13%	87
2017 Q1	$364K	Hold	4,194	–	–	0.11%	81
2016 Q4	$352K	Hold	4,194	–	–	0.18%	83
2016 Q3	$334K	Hold	4,194	–	–	0.17%	78
2016 Q2	$354K	Hold	4,194	–	–	0.22%	75
2016 Q1	$324K	Hold	4,194	–	–	0.22%	72
2015 Q4	$286K	Hold	4,194	–	–	0.19%	78
2015 Q3	$287K	Hold	4,194	–	–	0.22%	72
2015 Q2	$266K	Hold	4,194	–	–	0.09%	82
2015 Q1	$288K	Hold	4,194	–	–	0.17%	75
2014 Q4	$308K	Hold	4,194	–	–	0.18%	82
2014 Q3	$272K	Hold	4,194	–	–	0.17%	83
2014 Q2	$278K	Buy	4,194 +81	+2%	+$5.26K	0.17%	90
2014 Q1	$260K	Hold	4,113	–	–	0.16%	86
2013 Q4	$232K	Hold	4,113	–	–	0.16%	89
2013 Q3	$231K	Hold	4,113	–	–	0.18%	87
2013 Q2	$235	Buy	+4,113	New	+$242K	0.01%	96

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 $3.37T AUM 44.26% 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

Wellington Shields & Co's DTE Position: Q2 2026 in Review

Wellington Shields & Co held its DTE Energy (DTE) position steady in Q2 2026 at 3,500 shares worth $533K. The position accounts for 0.12% of the portfolio, ranked #154.

Wellington Shields & Co first reported a position in DTE in Q2 2013 and has held it in 52 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Wellington Shields & Co held 3,500 shares of DTE Energy worth $533K as of Q2 2026.
Wellington Shields & Co left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.12% of Wellington Shields & Co's portfolio in Q2 2026, its #154 holding.
Wellington Shields & Co first reported a position in DTE Energy in Q2 2013 and has held it in 52 quarters since.
1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.