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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return