FFO
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Fiduciary Family Office’s DTE Energy DTE Stock Holding History

Fiduciary Family Office’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 		$370K Buy
2,426
+603
+33% +$88.1K 0.09% 137
2026
Q1 		$267K Buy
1,823
+32
+2% +$4.5K 0.08% 156
2025
Q4 		$231K Sell
1,791
-28
-2% -$3.8K 0.07% 166
2025
Q3 		$257K Sell
1,819
-339
-16% -$46.4K 0.07% 169
2025
Q2 		$286K Buy
2,158
+124
+6% +$16.7K 0.09% 151
2025
Q1 		$281K Buy
+2,034
New +$260K 0.09% 157
2024
Q4 		– Sell
-2,224
Closed -$286K – 132
2024
Q3 		$286K Sell
2,224
-105
-5% -$12.7K 0.09% 172
2024
Q2 		$259K Buy
2,329
+51
+2% +$5.7K 0.1% 172
2024
Q1 		$255K Buy
+2,278
New +$246K 0.1% 181

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

Fiduciary Family Office's DTE Position: Q2 2026 in Review

Fiduciary Family Office increased its DTE Energy (DTE) stake by 33% in Q2 2026, buying an estimated $88.1K and bringing the position to 2,426 shares worth $370K. The position accounts for 0.09% of the portfolio, ranked #137.

Fiduciary Family Office first reported a position in DTE in Q1 2024 and has held it in 9 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Fiduciary Family Office held 2,426 shares of DTE Energy worth $370K as of Q2 2026.
  • Fiduciary Family Office bought 603 DTE Energy shares in Q2 2026, an estimated $88.1K.
  • DTE Energy made up 0.09% of Fiduciary Family Office's portfolio in Q2 2026, its #137 holding.
  • Fiduciary Family Office first reported a position in DTE Energy in Q1 2024 and has held it in 9 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.