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Independent Financial Group’s DTE Energy DTE Stock Holding History

Independent Financial Group’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 		$380K Buy
2,494
+272
+12% +$39.7K 0.01% 1107
2026
Q1 		$325K Buy
2,222
+235
+12% +$33K 0.01% 1120
2025
Q4 		$256K Sell
1,987
-117
-6% -$15.9K 0.01% 1226
2025
Q3 		$298K Sell
2,104
-80
-4% -$11K 0.01% 1095
2025
Q2 		$289K Buy
2,184
+54
+3% +$7.26K 0.01% 1048
2025
Q1 		$295K Buy
+2,130
New +$272K 0.01% 941

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

Independent Financial Group's DTE Position: Q2 2026 in Review

Independent Financial Group increased its DTE Energy (DTE) stake by 12% in Q2 2026, buying an estimated $39.7K and bringing the position to 2,494 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #1107.

Independent Financial Group first reported a position in DTE in Q1 2025 and has held it in 6 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Independent Financial Group held 2,494 shares of DTE Energy worth $380K as of Q2 2026.
  • Independent Financial Group bought 272 DTE Energy shares in Q2 2026, an estimated $39.7K.
  • DTE Energy made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1107 holding.
  • Independent Financial Group first reported a position in DTE Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.