Eley Financial Management’s DTE Energy DTE Stock Holding History

Eley 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 Q1	$4.64M	Buy	31,743 +251	+0.8%	+$35.3K	1.68%	25
2025 Q4	$4.06M	Buy	31,492 +786	+3%	+$107K	1.46%	24
2025 Q3	$4.34M	Buy	30,706 +235	+0.8%	+$32.2K	1.56%	25
2025 Q2	$4.04M	Buy	30,471 +310	+1%	+$41.7K	1.55%	26
2025 Q1	$4.16M	Buy	30,161 +262	+0.9%	+$33.4K	1.67%	22
2024 Q4	$3.61M	Buy	29,899 +1,352	+5%	+$167K	1.41%	26
2024 Q3	$3.67M	Buy	28,547 +49	+0.2%	+$5.91K	1.48%	27
2024 Q2	$3.16M	Buy	28,498 +256	+0.9%	+$28.6K	1.34%	27
2024 Q1	$3.17M	Buy	28,242 +1,566	+6%	+$169K	1.36%	27
2023 Q4	$2.94M	Buy	26,676 +535	+2%	+$54.8K	1.38%	27
2023 Q3	$2.58M	Buy	26,141 +78	+0.3%	+$8.39K	1.31%	26
2023 Q2	$2.87M	Buy	26,063 +386	+2%	+$43K	1.4%	25
2023 Q1	$2.81M	Buy	25,677 +157	+0.6%	+$17.6K	1.45%	23
2022 Q4	$3M	Buy	+25,520	New	+$2.89M	1.62%	19

Other funds holding DTE

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Minneapolis, Minnesota $431B 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return