Allegiance Financial Group Advisory Services’s DTE Energy DTE Stock Holding History

Allegiance Financial Group Advisory Services’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	$235K	Buy	+1,537	New	+$225K	0.04%	177

Other funds holding DTE

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Allegiance Financial Group Advisory Services's DTE Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services opened a new position in DTE Energy (DTE) in Q2 2026: 1,537 shares worth $235K. The stake represents 0.04% of the portfolio and ranks #177 among its holdings.

649 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Allegiance Financial Group Advisory Services held 1,537 shares of DTE Energy worth $235K as of Q2 2026.
DTE Energy was a new Allegiance Financial Group Advisory Services position in Q2 2026.
DTE Energy made up 0.04% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #177 holding.
649 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.