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Asset Planning Inc’s DTE Energy DTE Stock Holding History

Asset Planning Inc’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 		$16.8K Buy
+110
New +$16.1K 0.01% 223

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 Planning Inc's DTE Position: Q2 2026 in Review

Asset Planning Inc opened a new position in DTE Energy (DTE) in Q2 2026: 110 shares worth $16.8K. The stake represents 0.01% of the portfolio and ranks #223 among its holdings.

1,029 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Asset Planning Inc held 110 shares of DTE Energy worth $16.8K as of Q2 2026.
  • DTE Energy was a new Asset Planning Inc position in Q2 2026.
  • DTE Energy made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #223 holding.
  • 1,029 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.