CIAS
DTE icon

CBIZ Investment Advisory Services’s DTE Energy DTE Stock Holding History

CBIZ Investment Advisory Services’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 		$2.06K Hold
14
– – ﹤0.01% 334
2026
Q1 		$2.06K Sell
14
-43
-75% -$6.05K ﹤0.01% 334
2025
Q4 		$7.42K Buy
57
+15
+36% +$2.04K ﹤0.01% 437
2025
Q3 		$5.99K Buy
42
+14
+50% +$1.92K ﹤0.01% 423
2025
Q2 		$3.73K Buy
+28
New +$3.77K ﹤0.01% 476

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's DTE Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its DTE Energy (DTE) position steady in Q2 2026 at 14 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

CBIZ Investment Advisory Services first reported a position in DTE in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.42K in Q4 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • CBIZ Investment Advisory Services held 14 shares of DTE Energy worth $2.06K as of Q2 2026.
  • CBIZ Investment Advisory Services left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #334 holding.
  • CBIZ Investment Advisory Services first reported a position in DTE Energy in Q2 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's DTE Energy position peaked at $7.42K in Q4 2025.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.