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BFC Planning, Inc.’s DTE Energy DTE Stock Holding History

BFC Planning, Inc.’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 		$62.6K Buy
411
+233
+131% +$34K ﹤0.01% 1442
2026
Q1 		$26K Buy
178
+8
+5% +$1.12K ﹤0.01% 1595
2025
Q4 		$21.9K Hold
170
– – ﹤0.01% 1718
2025
Q3 		$24K Buy
170
+31
+22% +$4.25K ﹤0.01% 1489
2025
Q2 		$18.4K Hold
139
– – ﹤0.01% 1531
2025
Q1 		$19.2K Buy
139
+2
+1% +$255 ﹤0.01% 1478
2024
Q4 		$16.5K Buy
+137
New +$16.9K ﹤0.01% 1542

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 $3.38T AUM 44.17% 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
Jupiter Topco
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFC Planning, Inc.'s DTE Position: Q2 2026 in Review

BFC Planning, Inc. increased its DTE Energy (DTE) stake by 131% in Q2 2026, buying an estimated $34K and bringing the position to 411 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

BFC Planning, Inc. first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. 1,038 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • BFC Planning, Inc. held 411 shares of DTE Energy worth $62.6K as of Q2 2026.
  • BFC Planning, Inc. bought 233 DTE Energy shares in Q2 2026, an estimated $34K.
  • DTE Energy made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1442 holding.
  • BFC Planning, Inc. first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,038 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.