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Dougherty & Associates’s DTE Energy DTE Stock Holding History

Dougherty & Associates’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 		$499K Buy
3,276
+25
+0.8% +$3.65K 0.4% 40
2026
Q1 		$475K Buy
3,251
+27
+0.8% +$3.8K 0.44% 39
2025
Q4 		$416K Buy
+3,224
New +$438K 0.37% 39

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

Dougherty & Associates's DTE Position: Q2 2026 in Review

Dougherty & Associates increased its DTE Energy (DTE) stake by 0.77% in Q2 2026, buying an estimated $3.65K and bringing the position to 3,276 shares worth $499K. The position accounts for 0.4% of the portfolio, ranked #40.

Dougherty & Associates first reported a position in DTE in Q4 2025 and has held it in 3 quarters since. 1,033 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Dougherty & Associates held 3,276 shares of DTE Energy worth $499K as of Q2 2026.
  • Dougherty & Associates bought 25 DTE Energy shares in Q2 2026, an estimated $3.65K.
  • DTE Energy made up 0.4% of Dougherty & Associates's portfolio in Q2 2026, its #40 holding.
  • Dougherty & Associates first reported a position in DTE Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,033 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.