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CreativeOne Wealth’s DTE Energy DTE Stock Holding History

CreativeOne Wealth’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
Q1 		$301K Buy
2,060
+105
+5% +$14.8K 0.01% 978
2025
Q4 		$252K Buy
1,955
+164
+9% +$22.3K 0.01% 1033
2025
Q3 		$253K Sell
1,791
-2
-0.1% -$274 0.01% 1016
2025
Q2 		$238K Buy
+1,793
New +$241K 0.01% 1006

Other funds holding DTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CreativeOne Wealth's DTE Position: Q1 2026 in Review

CreativeOne Wealth increased its DTE Energy (DTE) stake by 5.4% in Q1 2026, buying an estimated $14.8K and bringing the position to 2,060 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #978.

CreativeOne Wealth first reported a position in DTE in Q2 2025 and has held it in 4 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • CreativeOne Wealth held 2,060 shares of DTE Energy worth $301K as of Q1 2026.
  • CreativeOne Wealth bought 105 DTE Energy shares in Q1 2026, an estimated $14.8K.
  • DTE Energy made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #978 holding.
  • CreativeOne Wealth first reported a position in DTE Energy in Q2 2025 and has held it in 4 quarters since.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.