AWM
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Aprio Wealth Management’s DTE Energy DTE Stock Holding History

Aprio 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 		$241K Buy
1,650
+77
+5% +$10.8K 0.01% 549
2025
Q4 		$205K Sell
1,573
-182
-10% -$24.7K 0.01% 523
2025
Q3 		$248K Buy
1,755
+93
+6% +$12.7K 0.02% 371
2025
Q2 		$220K Buy
1,662
+210
+14% +$28.2K 0.02% 368
2025
Q1 		$201K Buy
+1,452
New +$185K 0.03% 360

Other funds holding DTE

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aprio Wealth Management's DTE Position: Q1 2026 in Review

Aprio Wealth Management increased its DTE Energy (DTE) stake by 4.9% in Q1 2026, buying an estimated $10.8K and bringing the position to 1,650 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #549.

Aprio Wealth Management first reported a position in DTE in Q1 2025 and has held it in 5 quarters since. The position peaked at $248K in Q3 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Aprio Wealth Management held 1,650 shares of DTE Energy worth $241K as of Q1 2026.
  • Aprio Wealth Management bought 77 DTE Energy shares in Q1 2026, an estimated $10.8K.
  • DTE Energy made up 0.01% of Aprio Wealth Management's portfolio in Q1 2026, its #549 holding.
  • Aprio Wealth Management first reported a position in DTE Energy in Q1 2025 and has held it in 5 quarters since.
  • Aprio Wealth Management's DTE Energy position peaked at $248K in Q3 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.