Avion Wealth’s DTE Energy DTE Stock Holding History

Avion Wealth’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	$4K	Hold	29	–	–	﹤0.01%	702
2025 Q4	$3K	Sell	29 -4	-12%	-$543	﹤0.01%	767
2025 Q3	$4K	Buy	33 +4	+14%	+$548	﹤0.01%	688
2025 Q2	$3K	Sell	29 -2	-6%	-$269	﹤0.01%	713
2025 Q1	$3K	Hold	31	–	–	﹤0.01%	627
2024 Q4	$3K	Buy	31 +5	+19%	+$617	﹤0.01%	625
2024 Q3	$3K	Buy	26 +10	+63%	+$1.21K	﹤0.01%	603
2024 Q2	$1K	Hold	16	–	–	﹤0.01%	716
2024 Q1	$2K	Hold	16	–	–	﹤0.01%	662
2023 Q4	$2K	Buy	16 +6	+60%	+$615	﹤0.01%	549
2023 Q3	$0	Sell	10 -14	-58%	-$1.51K	﹤0.01%	896
2023 Q2	$2K	Buy	+24	New	+$2.67K	﹤0.01%	464

Other funds holding DTE

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Minneapolis, Minnesota $431B 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return