AW
DTE icon

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
Q2 		$8K Buy
59
+30
+103% +$4.38K ﹤0.01% 649
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
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

Avion Wealth's DTE Position: Q2 2026 in Review

Avion Wealth increased its DTE Energy (DTE) stake by 103% in Q2 2026, buying an estimated $4.38K and bringing the position to 59 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Avion Wealth first reported a position in DTE in Q2 2023 and has held it in 13 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Avion Wealth held 59 shares of DTE Energy worth $8K as of Q2 2026.
  • Avion Wealth bought 30 DTE Energy shares in Q2 2026, an estimated $4.38K.
  • DTE Energy made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #649 holding.
  • Avion Wealth first reported a position in DTE Energy in Q2 2023 and has held it in 13 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.