Baker Avenue Asset Management’s DTE Energy DTE Stock Holding History

Baker Avenue Asset 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 Q2	$369K	Buy	+2,420	New	+$354K	0.01%	613
2023 Q4	–	Sell	-13	Closed	-$1.29K	–	669
2023 Q3	$1.29K	Sell	13 -9	-41%	-$968	﹤0.01%	1227
2023 Q2	$2.42K	Sell	22 -33	-60%	-$3.68K	﹤0.01%	949
2023 Q1	$6.03K	Hold	55	–	–	﹤0.01%	845
2022 Q4	$6.46K	Buy	+55	New	+$6.24K	﹤0.01%	773

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baker Avenue Asset Management's DTE Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in DTE Energy (DTE) in Q2 2026: 2,420 shares worth $369K. The stake represents 0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in DTE as recently as Q3 2023.

Baker Avenue Asset Management first reported a position in DTE in Q4 2022 and has held it in 5 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Baker Avenue Asset Management held 2,420 shares of DTE Energy worth $369K as of Q2 2026.
DTE Energy was a new Baker Avenue Asset Management position in Q2 2026.
DTE Energy made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #613 holding.
Baker Avenue Asset Management first reported a position in DTE Energy in Q4 2022 and has held it in 5 quarters since.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.