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BOK Financial Private Wealth’s DTE Energy DTE Stock Holding History

BOK Financial Private 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 		$4.3K Buy
+28
New +$4.09K ﹤0.01% 518
2025
Q1 		– Sell
-21
Closed -$2.56K – 530
2024
Q4 		$2.56K Buy
+21
New +$2.59K ﹤0.01% 429
2024
Q3 		– Hold
0
– – – 521

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

BOK Financial Private Wealth's DTE Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in DTE Energy (DTE) in Q2 2026: 28 shares worth $4.3K. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in DTE as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in DTE in Q4 2024 and has held it in 2 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • BOK Financial Private Wealth held 28 shares of DTE Energy worth $4.3K as of Q2 2026.
  • DTE Energy was a new BOK Financial Private Wealth position in Q2 2026.
  • DTE Energy made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #518 holding.
  • BOK Financial Private Wealth first reported a position in DTE Energy in Q4 2024 and has held it in 2 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.