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Balanced Wealth Group’s DTE Energy DTE Stock Holding History

Balanced Wealth Group’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 		$471K Buy
3,090
+1
+0% +$146 0.15% 53
2026
Q1 		$452K Buy
3,089
+1
+0% +$141 0.16% 47
2025
Q4 		$433K Buy
3,088
+1
+0% +$136 0.16% 49
2025
Q3 		$409K Sell
3,087
-1
-0% -$137 0.18% 46
2025
Q2 		$427K Buy
3,088
+1
+0% +$134 0.19% 46
2025
Q1 		$427K Hold
3,087
– – 0.21% 45
2024
Q4 		$370K Buy
3,087
+4
+0.1% +$493 0.17% 52
2024
Q3 		$396K Buy
3,083
+2
+0.1% +$241 0.18% 51
2024
Q2 		$336K Hold
3,081
– – 0.15% 53
2024
Q1 		$358K Buy
3,081
+94
+3% +$10.1K 0.16% 54
2023
Q4 		$329K Buy
+2,987
New +$306K 0.17% 52

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

Balanced Wealth Group's DTE Position: Q2 2026 in Review

Balanced Wealth Group increased its DTE Energy (DTE) stake by 0.03% in Q2 2026, buying an estimated $146 and bringing the position to 3,090 shares worth $471K. The position accounts for 0.15% of the portfolio, ranked #53.

Balanced Wealth Group first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Balanced Wealth Group held 3,090 shares of DTE Energy worth $471K as of Q2 2026.
  • Balanced Wealth Group bought 1 DTE Energy share in Q2 2026, an estimated $146.
  • DTE Energy made up 0.15% of Balanced Wealth Group's portfolio in Q2 2026, its #53 holding.
  • Balanced Wealth Group first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.