FP
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Financial Perspectives’s DTE Energy DTE Stock Holding History

Financial Perspectives’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 		$210K Buy
1,381
+6
+0.4% +$877 0.05% 167
2026
Q1 		$201K Buy
1,375
+6
+0.4% +$844 0.06% 160
2025
Q4 		$177K Buy
1,369
+6
+0.4% +$815 0.05% 169
2025
Q3 		$193K Buy
1,363
+5
+0.4% +$685 0.05% 165
2025
Q2 		$180K Buy
1,358
+6
+0.4% +$807 0.05% 157
2025
Q1 		$187K Buy
1,352
+6
+0.4% +$766 0.06% 146
2024
Q4 		$163K Buy
1,346
+6
+0.4% +$740 0.05% 158
2024
Q3 		$172K Buy
1,340
+6
+0.4% +$723 0.06% 150
2024
Q2 		$148K Buy
1,334
+6
+0.5% +$671 0.05% 164
2024
Q1 		$149K Buy
1,328
+6
+0.5% +$647 0.06% 166
2023
Q4 		$146K Hold
1,322
– – 0.06% 163
2023
Q3 		$131K Buy
1,322
+11
+0.8% +$1.18K 0.06% 159
2023
Q2 		$144K Buy
1,311
+11
+0.8% +$1.23K 0.06% 152
2023
Q1 		$142K Buy
1,300
+11
+0.9% +$1.23K 0.07% 148
2022
Q4 		$152K Buy
1,289
+10
+0.8% +$1.13K 0.08% 140
2022
Q3 		$147K Buy
1,279
+9
+0.7% +$1.16K 0.08% 137
2022
Q2 		$161K Buy
1,270
+9
+0.7% +$1.17K 0.09% 132
2022
Q1 		$167K Buy
1,261
+9
+0.7% +$1.1K 0.08% 143
2021
Q4 		$150K Buy
1,252
+9
+0.7% +$1.03K 0.07% 141
2021
Q3 		$139K Sell
1,243
-205
-14% -$24K 0.07% 147
2021
Q2 		$160K Sell
1,448
-189,703
-99% -$22.2M 0.08% 140
2021
Q1 		$1.22M Buy
191,151
+189,728
+13,333% +$19.9M 0.06% 188
2020
Q4 		$147K Hold
1,423
– – 0.08% 142
2020
Q3 		$139K Buy
+1,423
New +$139K 0.09% 128

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 Perspectives's DTE Position: Q2 2026 in Review

Financial Perspectives increased its DTE Energy (DTE) stake by 0.44% in Q2 2026, buying an estimated $877 and bringing the position to 1,381 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #167.

Financial Perspectives first reported a position in DTE in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.22M in Q1 2021. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Financial Perspectives held 1,381 shares of DTE Energy worth $210K as of Q2 2026.
  • Financial Perspectives bought 6 DTE Energy shares in Q2 2026, an estimated $877.
  • DTE Energy made up 0.05% of Financial Perspectives's portfolio in Q2 2026, its #167 holding.
  • Financial Perspectives first reported a position in DTE Energy in Q3 2020 and has held it in 24 quarters since.
  • Financial Perspectives's DTE Energy position peaked at $1.22M in Q1 2021.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.