CFFP
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Center for Financial Planning’s DTE Energy DTE Stock Holding History

Center for Financial Planning’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 		$997K Sell
6,545
-968
-13% -$141K 0.09% 75
2026
Q1 		$1.1M Buy
7,513
+40
+0.5% +$5.62K 0.11% 61
2025
Q4 		$964K Buy
7,473
+2,721
+57% +$370K 0.1% 67
2025
Q3 		$672K Buy
4,752
+25
+0.5% +$3.42K 0.07% 86
2025
Q2 		$626K Sell
4,727
-107
-2% -$14.4K 0.07% 87
2025
Q1 		$668K Sell
4,834
-81
-2% -$10.3K 0.09% 82
2024
Q4 		$594K Sell
4,915
-414
-8% -$51.1K 0.08% 85
2024
Q3 		$684K Buy
5,329
+382
+8% +$46.1K 0.09% 74
2024
Q2 		$549K Sell
4,947
-25
-0.5% -$2.79K 0.08% 83
2024
Q1 		$558K Buy
4,972
+105
+2% +$11.3K 0.08% 81
2023
Q4 		$537K Sell
4,867
-52
-1% -$5.33K 0.1% 78
2023
Q3 		$488K Hold
4,919
– – 0.11% 81
2023
Q2 		$541K Buy
4,919
+200
+4% +$22.3K 0.11% 77
2023
Q1 		$517K Buy
4,719
+392
+9% +$43.9K 0.12% 78
2022
Q4 		$509K Sell
4,327
-385
-8% -$43.6K 0.12% 74
2022
Q3 		$542K Buy
4,712
+127
+3% +$16.4K 0.14% 70
2022
Q2 		$581K Buy
4,585
+402
+10% +$52.4K 0.15% 68
2022
Q1 		$553K Buy
4,183
+129
+3% +$15.7K 0.11% 77
2021
Q4 		$485K Sell
4,054
-263
-6% -$30.1K 0.1% 86
2021
Q3 		$482K Sell
4,317
-942
-18% -$110K 0.12% 80
2021
Q2 		$580K Buy
5,259
+3
+0.1% +$351 0.14% 74
2021
Q1 		$596K Buy
5,256
+65
+1% +$6.82K 0.16% 71
2020
Q4 		$536K Buy
5,191
+274
+6% +$28.9K 0.15% 69
2020
Q3 		$481K Sell
4,917
-155
-3% -$15.1K 0.15% 69
2020
Q2 		$464K Buy
5,072
+3
+0.1% +$265 0.16% 67
2020
Q1 		$410K Sell
5,069
-472
-9% -$47.9K 0.14% 67
2019
Q4 		$613K Buy
+5,541
New +$598K 0.15% 62

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

Center for Financial Planning's DTE Position: Q2 2026 in Review

Center for Financial Planning reduced its DTE Energy (DTE) stake by 13% in Q2 2026, selling an estimated $141K and leaving 6,545 shares worth $997K. The position accounts for 0.09% of the portfolio, ranked #75.

Center for Financial Planning first reported a position in DTE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.1M in Q1 2026. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Center for Financial Planning held 6,545 shares of DTE Energy worth $997K as of Q2 2026.
  • Center for Financial Planning sold 968 DTE Energy shares in Q2 2026, an estimated $141K.
  • DTE Energy made up 0.09% of Center for Financial Planning's portfolio in Q2 2026, its #75 holding.
  • Center for Financial Planning first reported a position in DTE Energy in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's DTE Energy position peaked at $1.1M in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.