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Ballast Advisors’s DTE Energy DTE Stock Holding History

Ballast Advisors’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 		$155K Buy
+1,060
New +$149K 0.05% 129

Other funds holding DTE

BlackRock
BlackRock New York $5.72T 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 $432B 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 $1.02T AUM 30.18% 1-Year Est. Return

Ballast Advisors's DTE Position: Q1 2026 in Review

Ballast Advisors opened a new position in DTE Energy (DTE) in Q1 2026: 1,060 shares worth $155K. The stake represents 0.05% of the portfolio and ranks #129 among its holdings.

981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Ballast Advisors held 1,060 shares of DTE Energy worth $155K as of Q1 2026.
  • DTE Energy was a new Ballast Advisors position in Q1 2026.
  • DTE Energy made up 0.05% of Ballast Advisors's portfolio in Q1 2026, its #129 holding.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Ballast Advisors's 13F filing for Q1 2026, filed 13 May 2026.