Financial Management Professionals’s DTE Energy DTE Stock Holding History

Financial Management Professionals’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	$4.61K	Buy	30 +2	+7%	+$292	﹤0.01%	698
2026 Q1	$4.13K	Hold	28	–	–	﹤0.01%	645
2025 Q4	$3.64K	Hold	28	–	–	﹤0.01%	652
2025 Q3	$3.99K	Sell	28 -1	-3%	-$137	﹤0.01%	627
2025 Q2	$3.87K	Sell	29 -15	-34%	-$2.02K	﹤0.01%	666
2025 Q1	$6.08K	Buy	44 +10	+29%	+$1.28K	﹤0.01%	605
2024 Q4	$4.11K	Buy	34 +1	+3%	+$123	﹤0.01%	641
2024 Q3	$4K	Hold	33	–	–	﹤0.01%	648
2024 Q2	$4K	Hold	33	–	–	﹤0.01%	608
2024 Q1	$4K	Buy	33 +12	+57%	+$1.29K	﹤0.01%	662
2023 Q4	$2K	Hold	21	–	–	﹤0.01%	741
2023 Q3	$2K	Hold	21	–	–	﹤0.01%	698
2023 Q2	$2K	Hold	21	–	–	﹤0.01%	735
2023 Q1	$2K	Buy	21 +8	+62%	+$896	﹤0.01%	794
2022 Q4	$2K	Sell	13 -36	-73%	-$4.08K	﹤0.01%	725
2022 Q3	$6K	Hold	49	–	–	﹤0.01%	570
2022 Q2	$6K	Buy	49 +39	+390%	+$5.09K	﹤0.01%	583
2022 Q1	$1K	Buy	+10	New	+$1.22K	﹤0.01%	871

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

Financial Management Professionals's DTE Position: Q2 2026 in Review

Financial Management Professionals increased its DTE Energy (DTE) stake by 7.1% in Q2 2026, buying an estimated $292 and bringing the position to 30 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Financial Management Professionals first reported a position in DTE in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.08K in Q1 2025. 1,029 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Financial Management Professionals held 30 shares of DTE Energy worth $4.61K as of Q2 2026.
Financial Management Professionals bought 2 DTE Energy shares in Q2 2026, an estimated $292.
DTE Energy made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #698 holding.
Financial Management Professionals first reported a position in DTE Energy in Q1 2022 and has held it in 18 quarters since.
Financial Management Professionals's DTE Energy position peaked at $6.08K in Q1 2025.
1,029 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.