Superior Planning, LLC’s DTE Energy DTE Stock Holding History

Superior Planning, LLC’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	$975	Buy	+8	New	+$1.11K	﹤0.01%	1757

Other funds holding DTE

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's DTE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in DTE Energy (DTE) in Q3 2026: 8 shares worth $975. The stake represents ﹤0.01% of the portfolio and ranks #1757 among its holdings.

690 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

Superior Planning, LLC held 8 shares of DTE Energy worth $975 as of Q3 2026.
DTE Energy was a new Superior Planning, LLC position in Q3 2026.
DTE Energy made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1757 holding.
690 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.