AAS
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Asset Allocation Strategies’s DTE Energy DTE Stock Holding History

Asset Allocation Strategies’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 		$339K Buy
2,224
+17
+0.8% +$2.48K 0.05% 142
2026
Q1 		$323K Sell
2,207
-7
-0.3% -$984 0.06% 138
2025
Q4 		$286K Buy
2,214
+6
+0.3% +$815 0.05% 137
2025
Q3 		$312K Buy
2,208
+18
+0.8% +$2.47K 0.06% 130
2025
Q2 		$290K Buy
2,190
+133
+6% +$17.9K 0.06% 120
2025
Q1 		$284K Hold
2,057
– – 0.07% 115
2024
Q4 		$255K Buy
2,057
+12
+0.6% +$1.48K 0.06% 119
2024
Q3 		$263K Buy
2,045
+49
+2% +$5.91K 0.07% 99
2024
Q2 		$221K Sell
1,996
-123
-6% -$13.7K 0.07% 83
2024
Q1 		$238K Buy
+2,119
New +$229K 0.08% 69

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Asset Allocation Strategies's DTE Position: Q2 2026 in Review

Asset Allocation Strategies increased its DTE Energy (DTE) stake by 0.77% in Q2 2026, buying an estimated $2.48K and bringing the position to 2,224 shares worth $339K. The position accounts for 0.05% of the portfolio, ranked #142.

Asset Allocation Strategies first reported a position in DTE in Q1 2024 and has held it in 10 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Asset Allocation Strategies held 2,224 shares of DTE Energy worth $339K as of Q2 2026.
  • Asset Allocation Strategies bought 17 DTE Energy shares in Q2 2026, an estimated $2.48K.
  • DTE Energy made up 0.05% of Asset Allocation Strategies's portfolio in Q2 2026, its #142 holding.
  • Asset Allocation Strategies first reported a position in DTE Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.