Allegheny Financial Group’s DTE Energy DTE Stock Holding History

Allegheny 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	$231K	Hold	1,516	–	–	0.02%	272
2026 Q1	$222K	Buy	+1,516	New	+$213K	0.03%	263
2025 Q4	–	Sell	-1,504	Closed	-$213K	–	288
2025 Q3	$213K	Buy	+1,504	New	+$206K	0.04%	239
2025 Q2	–	Sell	-1,504	Closed	-$208K	–	251
2025 Q1	$208K	Buy	+1,504	New	+$192K	0.05%	211
2023 Q4	–	Sell	-2,069	Closed	-$205K	–	211
2023 Q3	$205K	Buy	2,069 +179	+9%	+$19.3K	0.08%	181
2023 Q2	$208K	Sell	1,890 -58	-3%	-$6.46K	0.1%	141
2023 Q1	$213K	Hold	1,948	–	–	0.09%	152
2022 Q4	$229K	Buy	1,948 +58	+3%	+$6.58K	0.1%	149
2022 Q3	$217K	Hold	1,890	–	–	0.1%	140
2022 Q2	$240K	Hold	1,890	–	–	0.11%	129
2022 Q1	$250K	Sell	1,890 -396	-17%	-$48.3K	0.11%	133
2021 Q4	$273K	Hold	2,286	–	–	0.11%	125
2021 Q3	$255K	Sell	2,286 -400	-15%	-$46.9K	0.12%	117
2021 Q2	$296K	Buy	+2,686	New	+$314K	0.13%	110

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 $3.38T AUM 44.17% 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

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

Allegheny Financial Group held its DTE Energy (DTE) position steady in Q2 2026 at 1,516 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #272.

Allegheny Financial Group first reported a position in DTE in Q2 2021 and has held it in 14 quarters since. The position peaked at $296K in Q2 2021. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Allegheny Financial Group held 1,516 shares of DTE Energy worth $231K as of Q2 2026.
Allegheny Financial Group left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.02% of Allegheny Financial Group's portfolio in Q2 2026, its #272 holding.
Allegheny Financial Group first reported a position in DTE Energy in Q2 2021 and has held it in 14 quarters since.
Allegheny Financial Group's DTE Energy position peaked at $296K in Q2 2021.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

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