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Financial Strategies Group’s DTE Energy DTE Stock Holding History

Financial Strategies Group’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 		$214K Buy
+1,463
New +$206K 0.04% 94
2022
Q3 		– Sell
-1,634
Closed -$207K – 81
2022
Q2 		$207K Buy
+1,634
New +$213K 0.09% 84

Other funds holding DTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Strategies Group's DTE Position: Q1 2026 in Review

Financial Strategies Group opened a new position in DTE Energy (DTE) in Q1 2026: 1,463 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #94 among its holdings. This is a return to the name: Financial Strategies Group previously reported a position in DTE as recently as Q2 2022.

Financial Strategies Group first reported a position in DTE in Q2 2022 and has held it in 2 quarters since. 982 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Financial Strategies Group held 1,463 shares of DTE Energy worth $214K as of Q1 2026.
  • DTE Energy was a new Financial Strategies Group position in Q1 2026.
  • DTE Energy made up 0.04% of Financial Strategies Group's portfolio in Q1 2026, its #94 holding.
  • Financial Strategies Group first reported a position in DTE Energy in Q2 2022 and has held it in 2 quarters since.
  • 982 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.