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 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 $5.7T 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 $431B 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 $653B AUM 32.41% 1-Year Est. Return