AWM
DTE icon

Axxcess Wealth Management’s DTE Energy DTE Stock Holding History

Axxcess 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 		– Sell
-9,796
Closed -$1.26M – 562
2025
Q4 		$1.26M Buy
9,796
+12
+0.1% +$1.63K 0.02% 466
2025
Q3 		$1.38M Buy
9,784
+698
+8% +$95.6K 0.03% 383
2025
Q2 		$1.2M Sell
9,086
-40
-0.4% -$5.38K 0.03% 386
2025
Q1 		$1.26M Sell
9,126
-2,239
-20% -$286K 0.03% 342
2024
Q4 		$1.37M Buy
11,365
+517
+5% +$63.8K 0.03% 345
2024
Q3 		$1.39M Buy
10,848
+75
+0.7% +$9.04K 0.04% 326
2024
Q2 		$1.2M Sell
10,773
-4
-0% -$447 0.03% 340
2024
Q1 		$1.21M Buy
10,777
+1,557
+17% +$168K 0.03% 334
2023
Q4 		$1.02M Buy
9,220
+3,384
+58% +$347K 0.03% 351
2023
Q3 		$579K Buy
5,836
+3,702
+173% +$398K 0.02% 437
2023
Q2 		$235K Buy
+2,134
New +$238K 0.02% 519

Other funds holding DTE

BlackRock
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
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 $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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return