Aaron Wealth Advisors
DTE icon

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
Q3 		$754K Buy
6,194
+4,047
+188% +$562K 0.04% 336
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Aaron Wealth Advisors's DTE Position: Q3 2026 in Review

Aaron Wealth Advisors increased its DTE Energy (DTE) stake by 188% in Q3 2026, buying an estimated $562K and bringing the position to 6,194 shares worth $754K. The position accounts for 0.04% of the portfolio, ranked #336.

Aaron Wealth Advisors first reported a position in DTE in Q1 2022 and has held it in 5 quarters since. 829 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Aaron Wealth Advisors held 6,194 shares of DTE Energy worth $754K as of Q3 2026.
  • Aaron Wealth Advisors bought 4,047 DTE Energy shares in Q3 2026, an estimated $562K.
  • DTE Energy made up 0.04% of Aaron Wealth Advisors's portfolio in Q3 2026, its #336 holding.
  • Aaron Wealth Advisors first reported a position in DTE Energy in Q1 2022 and has held it in 5 quarters since.
  • 829 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.