FDW
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Fourth Dimension Wealth’s DTE Energy DTE Stock Holding History

Fourth Dimension Wealth’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 		$7.62K Hold
50
– – ﹤0.01% 506
2026
Q1 		$7.31K Hold
50
– – ﹤0.01% 450
2025
Q4 		$6.45K Hold
50
– – ﹤0.01% 454
2025
Q3 		$7.07K Hold
50
– – ﹤0.01% 449
2025
Q2 		$6.62K Hold
50
– – ﹤0.01% 462
2025
Q1 		$6.91K Buy
+50
New +$6.38K ﹤0.01% 460
2024
Q4 		– Hold
0
– – – 488

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

Fourth Dimension Wealth's DTE Position: Q2 2026 in Review

Fourth Dimension Wealth held its DTE Energy (DTE) position steady in Q2 2026 at 50 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Fourth Dimension Wealth first reported a position in DTE in Q1 2025 and has held it in 6 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Fourth Dimension Wealth held 50 shares of DTE Energy worth $7.62K as of Q2 2026.
  • Fourth Dimension Wealth left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #506 holding.
  • Fourth Dimension Wealth first reported a position in DTE Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.