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Williams Jones Wealth Management’s DTE Energy DTE Stock Holding History

Williams Jones Wealth Management’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 		$743K Buy
4,873
+110
+2% +$16.1K 0.01% 313
2026
Q1 		$696K Sell
4,763
-61
-1% -$8.58K 0.01% 307
2025
Q4 		$622K Buy
4,824
+61
+1% +$8.28K 0.01% 318
2025
Q3 		$674K Hold
4,763
– – 0.01% 307
2025
Q2 		$631K Sell
4,763
-24
-0.5% -$3.23K 0.01% 312
2025
Q1 		$662K Hold
4,787
– – 0.01% 296
2024
Q4 		$578K Hold
4,787
– – 0.01% 322
2024
Q3 		$615K Buy
4,787
+1
+0% +$121 0.01% 315
2024
Q2 		$531K Sell
4,786
-100
-2% -$11.2K 0.01% 336
2024
Q1 		$548K Sell
4,886
-276
-5% -$29.8K 0.01% 339
2023
Q4 		$569K Hold
5,162
– – 0.01% 322
2023
Q3 		$512K Sell
5,162
-16
-0.3% -$1.72K 0.01% 339
2023
Q2 		$570K Hold
5,178
– – 0.01% 319
2023
Q1 		$567K Hold
5,178
– – 0.01% 346
2022
Q4 		$609K Hold
5,178
– – 0.01% 333
2022
Q3 		$596K Hold
5,178
– – 0.01% 339
2022
Q2 		$656K Buy
5,178
+181
+4% +$23.6K 0.01% 329
2022
Q1 		$661K Buy
4,997
+497
+11% +$60.6K 0.01% 316
2021
Q4 		$538K Hold
4,500
– – 0.01% 320
2021
Q3 		$503K Sell
4,500
-788
-15% -$92.4K 0.01% 320
2021
Q2 		$583K Hold
5,288
– – 0.01% 301
2021
Q1 		$599K Sell
5,288
-1,183
-18% -$124K 0.01% 291
2020
Q4 		$669K Buy
6,471
+2,417
+60% +$255K 0.01% 255
2020
Q3 		$397K Hold
4,054
– – 0.01% 297
2020
Q2 		$371K Sell
4,054
-19
-0.5% -$1.68K 0.01% 291
2020
Q1 		$329K Hold
4,073
– – 0.01% 282
2019
Q4 		$450K Hold
4,073
– – 0.01% 294
2019
Q3 		$461K Buy
+4,073
New +$450K 0.01% 274

Other funds holding DTE

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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Williams Jones Wealth Management's DTE Position: Q2 2026 in Review

Williams Jones Wealth Management increased its DTE Energy (DTE) stake by 2.3% in Q2 2026, buying an estimated $16.1K and bringing the position to 4,873 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #313.

Williams Jones Wealth Management first reported a position in DTE in Q3 2019 and has held it in 28 quarters since. 499 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Williams Jones Wealth Management held 4,873 shares of DTE Energy worth $743K as of Q2 2026.
  • Williams Jones Wealth Management bought 110 DTE Energy shares in Q2 2026, an estimated $16.1K.
  • DTE Energy made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #313 holding.
  • Williams Jones Wealth Management first reported a position in DTE Energy in Q3 2019 and has held it in 28 quarters since.
  • 499 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.