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 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 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 Family Office's DTE Position: Q1 2026 in Review

Fiduciary Family Office increased its DTE Energy (DTE) stake by 1.8% in Q1 2026, buying an estimated $4.5K and bringing the position to 1,823 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #156.

Fiduciary Family Office first reported a position in DTE in Q1 2024 and has held it in 8 quarters since. The position peaked at $286K in Q2 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Fiduciary Family Office held 1,823 shares of DTE Energy worth $267K as of Q1 2026.
Fiduciary Family Office bought 32 DTE Energy shares in Q1 2026, an estimated $4.5K.
DTE Energy made up 0.08% of Fiduciary Family Office's portfolio in Q1 2026, its #156 holding.
Fiduciary Family Office first reported a position in DTE Energy in Q1 2024 and has held it in 8 quarters since.
Fiduciary Family Office's DTE Energy position peaked at $286K in Q2 2025.
981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.