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 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%	-$9.93K	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 New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiduciary Alliance's DTE Position: Q1 2026 in Review

Fiduciary Alliance increased its DTE Energy (DTE) stake by 0.76% in Q1 2026, buying an estimated $3.09K and bringing the position to 2,928 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #390.

Fiduciary Alliance first reported a position in DTE in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.13M in Q4 2023. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Fiduciary Alliance held 2,928 shares of DTE Energy worth $430K as of Q1 2026.
Fiduciary Alliance bought 22 DTE Energy shares in Q1 2026, an estimated $3.09K.
DTE Energy made up 0.03% of Fiduciary Alliance's portfolio in Q1 2026, its #390 holding.
Fiduciary Alliance first reported a position in DTE Energy in Q2 2023 and has held it in 12 quarters since.
Fiduciary Alliance's DTE Energy position peaked at $1.13M in Q4 2023.
981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.