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FWL Investment Management’s DTE Energy DTE Stock Holding History

FWL Investment Management’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 		$305 Buy
+2
New +$292 ﹤0.01% 494
2025
Q3 		– Sell
-6
Closed -$795 – 349
2025
Q2 		$795 Buy
+6
New +$807 ﹤0.01% 321

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

FWL Investment Management's DTE Position: Q2 2026 in Review

FWL Investment Management opened a new position in DTE Energy (DTE) in Q2 2026: 2 shares worth $305. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in DTE as recently as Q2 2025.

FWL Investment Management first reported a position in DTE in Q2 2025 and has held it in 2 quarters since. The position peaked at $795 in Q2 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • FWL Investment Management held 2 shares of DTE Energy worth $305 as of Q2 2026.
  • DTE Energy was a new FWL Investment Management position in Q2 2026.
  • DTE Energy made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #494 holding.
  • FWL Investment Management first reported a position in DTE Energy in Q2 2025 and has held it in 2 quarters since.
  • FWL Investment Management's DTE Energy position peaked at $795 in Q2 2025.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

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