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Aaron Wealth Advisors’s DTE Energy DTE Stock Holding History

Aaron Wealth Advisors’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 		$327K Buy
+2,147
New +$314K 0.02% 553
2026
Q1 		– Sell
-2,585
Closed -$333K – 709
2025
Q4 		$333K Sell
2,585
-2,604
-50% -$354K 0.02% 544
2025
Q3 		$734K Buy
+5,189
New +$711K 0.04% 309
2022
Q2 		– Sell
-129
Closed -$17.1K – 376
2022
Q1 		$17.1K Buy
+129
New +$15.7K ﹤0.01% 683

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aaron Wealth Advisors's DTE Position: Q2 2026 in Review

Aaron Wealth Advisors opened a new position in DTE Energy (DTE) in Q2 2026: 2,147 shares worth $327K. The stake represents 0.02% of the portfolio and ranks #553 among its holdings. This is a return to the name: Aaron Wealth Advisors previously reported a position in DTE as recently as Q4 2025.

Aaron Wealth Advisors first reported a position in DTE in Q1 2022 and has held it in 4 quarters since. The position peaked at $734K in Q3 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Aaron Wealth Advisors held 2,147 shares of DTE Energy worth $327K as of Q2 2026.
  • DTE Energy was a new Aaron Wealth Advisors position in Q2 2026.
  • DTE Energy made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #553 holding.
  • Aaron Wealth Advisors first reported a position in DTE Energy in Q1 2022 and has held it in 4 quarters since.
  • Aaron Wealth Advisors's DTE Energy position peaked at $734K in Q3 2025.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.