Albion Financial Group’s DTE Energy DTE Stock Holding History

Albion Financial Group’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	$8.99K	Sell	59 -2	-3%	-$292	﹤0.01%	445
2026 Q1	$8.92K	Buy	61 +2	+3%	+$281	﹤0.01%	425
2025 Q4	$7.61K	Sell	59 -9	-13%	-$1.22K	﹤0.01%	435
2025 Q3	$9.62K	Buy	68 +9	+15%	+$1.23K	﹤0.01%	399
2025 Q2	$7.82K	Hold	59	–	–	﹤0.01%	384
2025 Q1	$8.16K	Hold	59	–	–	﹤0.01%	383
2024 Q4	$7.13K	Buy	59 +12	+26%	+$1.48K	﹤0.01%	431
2024 Q3	$6.04K	Hold	47	–	–	﹤0.01%	363
2024 Q2	$5.22K	Hold	47	–	–	﹤0.01%	368
2024 Q1	$5.27K	Hold	47	–	–	﹤0.01%	354
2023 Q4	$5.18K	Hold	47	–	–	﹤0.01%	349
2023 Q3	$4.67K	Hold	47	–	–	﹤0.01%	333
2023 Q2	$5.17K	Hold	47	–	–	﹤0.01%	333
2023 Q1	$5.15K	Hold	47	–	–	﹤0.01%	331
2022 Q4	$5.52K	Hold	47	–	–	﹤0.01%	337
2022 Q3	$5K	Hold	47	–	–	﹤0.01%	342
2022 Q2	$6K	Hold	47	–	–	﹤0.01%	341
2022 Q1	$6K	Hold	47	–	–	﹤0.01%	400
2021 Q4	$6K	Hold	47	–	–	﹤0.01%	438
2021 Q3	$5K	Sell	47 -8	-15%	-$938	﹤0.01%	411
2021 Q2	$6K	Buy	+55	New	+$6.43K	﹤0.01%	393
2020 Q4	$6K	Buy	+55	New	+$5.8K	﹤0.01%	373

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Albion Financial Group's DTE Position: Q2 2026 in Review

Albion Financial Group reduced its DTE Energy (DTE) stake by 3.3% in Q2 2026, selling an estimated $292 and leaving 59 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Albion Financial Group first reported a position in DTE in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.62K in Q3 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Albion Financial Group held 59 shares of DTE Energy worth $8.99K as of Q2 2026.
Albion Financial Group sold 2 DTE Energy shares in Q2 2026, an estimated $292.
DTE Energy made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #445 holding.
Albion Financial Group first reported a position in DTE Energy in Q4 2020 and has held it in 22 quarters since.
Albion Financial Group's DTE Energy position peaked at $9.62K in Q3 2025.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.