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 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%	-$9.93K	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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fiduciary Alliance's DTE Position: Q2 2026 in Review

Fiduciary Alliance reduced its DTE Energy (DTE) stake by 0.2% in Q2 2026, selling an estimated $877 and leaving 2,922 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #385.

Fiduciary Alliance first reported a position in DTE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.13M in Q4 2023. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Fiduciary Alliance held 2,922 shares of DTE Energy worth $445K as of Q2 2026.
Fiduciary Alliance sold 6 DTE Energy shares in Q2 2026, an estimated $877.
DTE Energy made up 0.03% of Fiduciary Alliance's portfolio in Q2 2026, its #385 holding.
Fiduciary Alliance first reported a position in DTE Energy in Q2 2023 and has held it in 13 quarters since.
Fiduciary Alliance's DTE Energy position peaked at $1.13M in Q4 2023.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.