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Compass Financial Management’s DTE Energy DTE Stock Holding History

Compass Financial 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
Q2 		$7.21K Buy
+50
New +$7.3K ﹤0.01% 1119

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

Compass Financial Management's DTE Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management held 50 shares of DTE Energy worth $7.21K as of Q2 2026.
  • DTE Energy was a new Compass Financial Management position in Q2 2026.
  • DTE Energy made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1119 holding.
  • 976 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.