Foundations Investment Advisors’s DTE Energy DTE Stock Holding History

Foundations Investment Advisors’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	$487K	Buy	3,198 +2	+0.1%	+$292	0.01%	792
2026 Q1	$467K	Buy	3,196 +67	+2%	+$9.42K	0.01%	739
2025 Q4	$404K	Sell	3,129 -20	-0.6%	-$2.72K	0.01%	784
2025 Q3	$445K	Buy	3,149 +157	+5%	+$21.5K	0.01%	690
2025 Q2	$396K	Sell	2,992 -2,652	-47%	-$357K	0.01%	649
2025 Q1	$780K	Buy	5,644 +3,047	+117%	+$389K	0.01%	463
2024 Q4	$314K	Sell	2,597 -8	-0.3%	-$987	0.01%	653
2024 Q3	$334K	Buy	2,605 +25	+1%	+$3.01K	0.01%	604
2024 Q2	$286K	Buy	+2,580	New	+$288K	0.01%	619

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's DTE Position: Q2 2026 in Review

Foundations Investment Advisors increased its DTE Energy (DTE) stake by 0.06% in Q2 2026, buying an estimated $292 and bringing the position to 3,198 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #792.

Foundations Investment Advisors first reported a position in DTE in Q2 2024 and has held it in 9 quarters since. The position peaked at $780K in Q1 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Foundations Investment Advisors held 3,198 shares of DTE Energy worth $487K as of Q2 2026.
Foundations Investment Advisors bought 2 DTE Energy shares in Q2 2026, an estimated $292.
DTE Energy made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #792 holding.
Foundations Investment Advisors first reported a position in DTE Energy in Q2 2024 and has held it in 9 quarters since.
Foundations Investment Advisors's DTE Energy position peaked at $780K in Q1 2025.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.