Fiduciary Alliance
DTE icon

Fiduciary Alliance’s DTE Energy DTE Stock Holding History

Fiduciary Alliance’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
Q3 		$349K Sell
2,863
-59
-2% -$8.19K 0.03% 383
2026
Q2 		$445K Sell
2,922
-6
-0.2% -$877 0.03% 385
2026
Q1 		$430K Buy
2,928
+22
+0.8% +$3.09K 0.03% 390
2025
Q4 		$375K Buy
2,906
+65
+2% +$8.83K 0.02% 383
2025
Q3 		$402K Buy
2,841
+10
+0.4% +$1.37K 0.03% 371
2025
Q2 		$375K Sell
2,831
-726
-20% -$97.6K 0.03% 359
2025
Q1 		$492K Sell
3,557
-197
-5% -$25.1K 0.05% 256
2024
Q4 		$453K Sell
3,754
-391
-9% -$48.2K 0.05% 247
2024
Q3 		$532K Hold
4,145
– – 0.07% 151
2024
Q2 		$453K Sell
4,145
-5,982
-59% -$669K 0.07% 138
2024
Q1 		$1.12M Sell
10,127
-92
-0.9% -$9.9K 0.2% 88
2023
Q4 		$1.13M Sell
10,219
-48
-0.5% -$4.92K 0.22% 78
2023
Q3 		$1.02M Buy
10,267
+9,112
+789% +$980K 0.24% 71
2023
Q2 		$127K Buy
+1,155
New +$129K 0.03% 187

Other funds holding DTE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Fiduciary Alliance's DTE Position: Q3 2026 in Review

Fiduciary Alliance reduced its DTE Energy (DTE) stake by 2% in Q3 2026, selling an estimated $8.19K and leaving 2,863 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #383.

Fiduciary Alliance first reported a position in DTE in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.13M in Q4 2023. 829 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Fiduciary Alliance held 2,863 shares of DTE Energy worth $349K as of Q3 2026.
  • Fiduciary Alliance sold 59 DTE Energy shares in Q3 2026, an estimated $8.19K.
  • DTE Energy made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #383 holding.
  • Fiduciary Alliance first reported a position in DTE Energy in Q2 2023 and has held it in 14 quarters since.
  • Fiduciary Alliance's DTE Energy position peaked at $1.13M in Q4 2023.
  • 829 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.