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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
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
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

Foundations Investment Advisors's DTE Position: Q1 2026 in Review

Foundations Investment Advisors increased its DTE Energy (DTE) stake by 2.1% in Q1 2026, buying an estimated $9.42K and bringing the position to 3,196 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #739.

Foundations Investment Advisors first reported a position in DTE in Q2 2024 and has held it in 8 quarters since. The position peaked at $780K in Q1 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Foundations Investment Advisors held 3,196 shares of DTE Energy worth $467K as of Q1 2026.
  • Foundations Investment Advisors bought 67 DTE Energy shares in Q1 2026, an estimated $9.42K.
  • DTE Energy made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #739 holding.
  • Foundations Investment Advisors first reported a position in DTE Energy in Q2 2024 and has held it in 8 quarters since.
  • Foundations Investment Advisors's DTE Energy position peaked at $780K in Q1 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.