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Financial Consulate’s DTE Energy DTE Stock Holding History

Financial Consulate’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 		$615 Buy
4
+2
+100% +$292 ﹤0.01% 1278
2026
Q1 		$295 Buy
+2
New +$281 ﹤0.01% 1344
2025
Q4 		– Sell
-8
Closed -$1.13K – 1376
2025
Q3 		$1.13K Buy
+8
New +$1.1K ﹤0.01% 850

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

Financial Consulate's DTE Position: Q2 2026 in Review

Financial Consulate increased its DTE Energy (DTE) stake by 100% in Q2 2026, buying an estimated $292 and bringing the position to 4 shares worth $615. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Financial Consulate first reported a position in DTE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.13K in Q3 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Financial Consulate held 4 shares of DTE Energy worth $615 as of Q2 2026.
  • Financial Consulate bought 2 DTE Energy shares in Q2 2026, an estimated $292.
  • DTE Energy made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1278 holding.
  • Financial Consulate first reported a position in DTE Energy in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's DTE Energy position peaked at $1.13K in Q3 2025.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.