COMPASS FINANCIAL MANAGEMENT LLC’s DTE Energy DTE Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$7.21K	Buy	+50	New	+$7.3K	﹤0.01%	1119

Other funds holding DTE

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's DTE Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in DTE Energy (DTE) in Q2 2026: 50 shares worth $7.21K. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings.

760 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 50 shares of DTE Energy worth $7.21K as of Q2 2026.
DTE Energy was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
DTE Energy made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1119 holding.
760 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.