Greenline Wealth Management’s DTE Energy DTE Stock Holding History

Greenline Wealth 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 Q1	–	Sell	-33	Closed	-$4.26K	–	220
2025 Q4	$4.26K	Buy	+33	New	+$4.48K	﹤0.01%	406

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Greenline Wealth Management's DTE Position: Q1 2026 in Review

Greenline Wealth Management sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 33 shares — an estimated $4.26K sold.

Greenline Wealth Management first reported a position in DTE in Q4 2025 and held it in 1 quarter. The position peaked at $4.26K in Q4 2025. 988 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Greenline Wealth Management reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
Greenline Wealth Management sold 33 DTE Energy shares in Q1 2026, an estimated $4.26K.
Greenline Wealth Management first reported a position in DTE Energy in Q4 2025 and held it in 1 quarter.
Greenline Wealth Management's DTE Energy position peaked at $4.26K in Q4 2025.
988 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.