AWM
DTE icon

Affinity Wealth Management’s DTE Energy DTE Stock Holding History

Affinity 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 		$375K Hold
2,459
– – 0.05% 79
2026
Q1 		$360K Hold
2,459
– – 0.05% 68
2025
Q4 		$317K Hold
2,459
– – 0.05% 77
2025
Q3 		$348K Hold
2,459
– – 0.05% 71
2025
Q2 		$326K Hold
2,459
– – 0.05% 75
2025
Q1 		$340K Hold
2,459
– – 0.06% 68
2024
Q4 		$297K Hold
2,459
– – 0.05% 77
2024
Q3 		$316K Hold
2,459
– – 0.06% 82
2024
Q2 		$273K Hold
2,459
– – 0.05% 85
2024
Q1 		$276K Hold
2,459
– – 0.05% 87
2023
Q4 		$271K Hold
2,459
– – 0.06% 85
2023
Q3 		$244K Hold
2,459
– – 0.06% 87
2023
Q2 		$271K Hold
2,459
– – 0.06% 82
2023
Q1 		$269K Hold
2,459
– – 0.06% 90
2022
Q4 		$289K Hold
2,459
– – 0.07% 77
2022
Q3 		$283K Hold
2,459
– – 0.07% 74
2022
Q2 		$305K Hold
2,459
– – 0.07% 73
2022
Q1 		$338K Hold
2,459
– – 0.07% 73
2021
Q4 		$293K Buy
2,459
+17
+0.7% +$1.94K 0.06% 91
2021
Q3 		$274K Sell
2,442
-427
-15% -$50.1K 0.05% 96
2021
Q2 		$281K Buy
2,869
+27
+1% +$3.16K 0.06% 82
2021
Q1 		$340K Buy
2,842
+22
+0.8% +$2.31K 0.07% 69
2020
Q4 		$290K Buy
+2,820
New +$297K 0.06% 73

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

Affinity Wealth Management's DTE Position: Q2 2026 in Review

Affinity Wealth Management held its DTE Energy (DTE) position steady in Q2 2026 at 2,459 shares worth $375K. The position accounts for 0.05% of the portfolio, ranked #79.

Affinity Wealth Management first reported a position in DTE in Q4 2020 and has held it in 23 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Affinity Wealth Management held 2,459 shares of DTE Energy worth $375K as of Q2 2026.
  • Affinity Wealth Management left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up 0.05% of Affinity Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Affinity Wealth Management first reported a position in DTE Energy in Q4 2020 and has held it in 23 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.