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First Command Advisory Services’s DTE Energy DTE Stock Holding History

First Command Advisory Services’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 		$111K Buy
756
+18
+2% +$2.53K ﹤0.01% 249
2025
Q4 		$95.2K Buy
738
+28
+4% +$3.8K ﹤0.01% 249
2025
Q3 		$100K Hold
710
– – ﹤0.01% 244
2025
Q2 		$94K Hold
710
– – ﹤0.01% 233
2025
Q1 		$98.2K Hold
710
– – ﹤0.01% 223
2024
Q4 		$85.7K Sell
710
-142
-17% -$17.5K ﹤0.01% 238
2024
Q3 		$109K Hold
852
– – ﹤0.01% 218
2024
Q2 		$94.6K Hold
852
– – ﹤0.01% 214
2024
Q1 		$95.5K Buy
+852
New +$91.9K ﹤0.01% 209
2021
Q2 		– Sell
-123
Closed – – 35
2021
Q1 		$0 Buy
+123
New +$12.9K ﹤0.01% 26

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BlackRock
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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 $431B 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 $653B AUM 32.41% 1-Year Est. Return