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Ethos Financial Group’s DTE Energy DTE Stock Holding History

Ethos Financial Group’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 		$421K Sell
2,766
-902
-25% -$132K 0.03% 400
2026
Q1 		$473K Hold
3,668
– – 0.03% 319
2025
Q4 		$473K Hold
3,668
– – 0.04% 299
2025
Q3 		$519K Hold
3,668
– – 0.04% 263
2025
Q2 		$486K Hold
3,668
– – 0.04% 269
2025
Q1 		$507K Buy
+3,668
New +$468K 0.05% 228

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

Ethos Financial Group's DTE Position: Q2 2026 in Review

Ethos Financial Group reduced its DTE Energy (DTE) stake by 25% in Q2 2026, selling an estimated $132K and leaving 2,766 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #400.

Ethos Financial Group first reported a position in DTE in Q1 2025 and has held it in 6 quarters since. The position peaked at $519K in Q3 2025. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Ethos Financial Group held 2,766 shares of DTE Energy worth $421K as of Q2 2026.
  • Ethos Financial Group sold 902 DTE Energy shares in Q2 2026, an estimated $132K.
  • DTE Energy made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #400 holding.
  • Ethos Financial Group first reported a position in DTE Energy in Q1 2025 and has held it in 6 quarters since.
  • Ethos Financial Group's DTE Energy position peaked at $519K in Q3 2025.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.