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Cassaday & Co Wealth Management’s DTE Energy DTE Stock Holding History

Cassaday & Co 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
Q2 		$92.2K Hold
605
– – ﹤0.01% 501
2026
Q1 		$88.5K Buy
+605
New +$85.1K ﹤0.01% 485

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

Cassaday & Co Wealth Management's DTE Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its DTE Energy (DTE) position steady in Q2 2026 at 605 shares worth $92.2K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Cassaday & Co Wealth Management first reported a position in DTE in Q1 2026 and has held it in 2 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Cassaday & Co Wealth Management held 605 shares of DTE Energy worth $92.2K as of Q2 2026.
  • Cassaday & Co Wealth Management left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #501 holding.
  • Cassaday & Co Wealth Management first reported a position in DTE Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.