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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

DTE holding history

Dte Energy Co in every 13F filed by Abound Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DTE overviewAll 13F holders of DTEFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q3 2022
Holdings of DTE by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−19−100.0%Sold outHolders
Q1 202619$2.78K<0.1%+7+58.3%AddedHolders
Q4 202512$1.55K<0.1%00.0%UnchangedHolders
Q3 202512$1.70K<0.1%00.0%UnchangedHolders
Q2 202512$1.59K<0.1%00.0%UnchangedHolders
Q1 202512$1.66K<0.1%00.0%UnchangedHolders
Q4 202412$1.45K<0.1%00.0%UnchangedHolders
Q3 202412$1.54K<0.1%00.0%UnchangedHolders
Q2 202412$1.33K<0.1%00.0%UnchangedHolders
Q1 202412$1.35K<0.1%00.0%UnchangedHolders
Q4 202312$1.32K<0.1%−4−25.0%ReducedHolders
Q3 202316$1.59K<0.1%+2+14.3%AddedHolders
Q2 202314$1.54K<0.1%+2+16.7%AddedHolders
Q1 202312$1.31K<0.1%00.0%UnchangedHolders
Q4 202212$1.41K<0.1%00.0%UnchangedHolders
Q3 202212$1.38K<0.1%+12NewHolders