IFS Advisors
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IFS Advisors’s DTE Energy DTE Stock Holding History

IFS 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
Q3 		$12.8K Hold
105
– – ﹤0.01% 293
2026
Q2 		$16K Hold
105
– – 0.01% 104
2026
Q1 		$15.4K Buy
+105
New +$14.8K 0.01% 98

Other funds holding DTE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

IFS Advisors's DTE Position: Q3 2026 in Review

IFS Advisors held its DTE Energy (DTE) position steady in Q3 2026 at 105 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

IFS Advisors first reported a position in DTE in Q1 2026 and has held it in 3 quarters since. The position peaked at $16K in Q2 2026. 437 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • IFS Advisors held 105 shares of DTE Energy worth $12.8K as of Q3 2026.
  • IFS Advisors left its DTE Energy share count unchanged in Q3 2026.
  • DTE Energy made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #293 holding.
  • IFS Advisors first reported a position in DTE Energy in Q1 2026 and has held it in 3 quarters since.
  • IFS Advisors's DTE Energy position peaked at $16K in Q2 2026.
  • 437 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.