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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
Q2 		$4.97M Buy
32,607
+864
+3% +$126K 1.61% 23
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
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

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

Eley Financial Management increased its DTE Energy (DTE) stake by 2.7% in Q2 2026, buying an estimated $126K and bringing the position to 32,607 shares worth $4.97M. The position accounts for 1.61% of the portfolio, ranked #23.

Eley Financial Management first reported a position in DTE in Q4 2022 and has held it in 15 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Eley Financial Management held 32,607 shares of DTE Energy worth $4.97M as of Q2 2026.
  • Eley Financial Management bought 864 DTE Energy shares in Q2 2026, an estimated $126K.
  • DTE Energy made up 1.61% of Eley Financial Management's portfolio in Q2 2026, its #23 holding.
  • Eley Financial Management first reported a position in DTE Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.