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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
Q1 		$88.5K Buy
+605
New +$85.1K ﹤0.01% 485

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

Cassaday & Co Wealth Management's DTE Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in DTE Energy (DTE) in Q1 2026: 605 shares worth $88.5K. The stake represents ﹤0.01% of the portfolio and ranks #485 among its holdings.

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

  • Cassaday & Co Wealth Management held 605 shares of DTE Energy worth $88.5K as of Q1 2026.
  • DTE Energy was a new Cassaday & Co Wealth Management position in Q1 2026.
  • DTE Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #485 holding.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.