CGC Financial Services’s DTE Energy DTE Stock Holding History

CGC Financial 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	$15.4K	Hold	101	–	–	﹤0.01%	198
2026 Q1	$14.8K	Hold	101	–	–	﹤0.01%	191
2025 Q4	$13K	Hold	101	–	–	﹤0.01%	207
2025 Q3	$14.3K	Hold	101	–	–	﹤0.01%	200
2025 Q2	$13.4K	Hold	101	–	–	﹤0.01%	192
2025 Q1	$14K	Hold	101	–	–	0.01%	179
2024 Q4	$12.2K	Hold	101	–	–	﹤0.01%	188
2024 Q3	$13K	Hold	101	–	–	0.01%	185
2024 Q2	$11.2K	Hold	101	–	–	﹤0.01%	190
2024 Q1	$11.3K	Hold	101	–	–	0.01%	198
2023 Q4	$11.1K	Hold	101	–	–	0.01%	210
2023 Q3	$10K	Sell	101 -100	-50%	-$10.8K	0.01%	171
2023 Q2	$22.1K	Buy	+201	New	+$22.4K	0.01%	134

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CGC Financial Services's DTE Position: Q2 2026 in Review

CGC Financial Services held its DTE Energy (DTE) position steady in Q2 2026 at 101 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

CGC Financial Services first reported a position in DTE in Q2 2023 and has held it in 13 quarters since. The position peaked at $22.1K in Q2 2023. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

CGC Financial Services held 101 shares of DTE Energy worth $15.4K as of Q2 2026.
CGC Financial Services left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #198 holding.
CGC Financial Services first reported a position in DTE Energy in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's DTE Energy position peaked at $22.1K in Q2 2023.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.