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Fi3 Financial Advisors’s DTE Energy DTE Stock Holding History

Fi3 Financial Advisors’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 		$354K Buy
+14,027
New +$2.05M 0.08% 132

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

Fi3 Financial Advisors's DTE Position: Q2 2026 in Review

Fi3 Financial Advisors opened a new position in DTE Energy (DTE) in Q2 2026: 14,027 shares worth $354K. The stake represents 0.08% of the portfolio and ranks #132 among its holdings.

1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Fi3 Financial Advisors held 14,027 shares of DTE Energy worth $354K as of Q2 2026.
  • DTE Energy was a new Fi3 Financial Advisors position in Q2 2026.
  • DTE Energy made up 0.08% of Fi3 Financial Advisors's portfolio in Q2 2026, its #132 holding.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.