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Investment Research & Advisory Group’s DTE Energy DTE Stock Holding History

Investment Research & Advisory 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
Q1 		– Sell
-43
Closed -$5.67K – 286
2025
Q4 		$5.67K Buy
+43
New +$5.84K ﹤0.01% 215

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Investment Research & Advisory Group's DTE Position: Q1 2026 in Review

Investment Research & Advisory Group sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 43 shares — an estimated $5.67K sold.

Investment Research & Advisory Group first reported a position in DTE in Q4 2025 and held it in 1 quarter. The position peaked at $5.67K in Q4 2025. 989 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Investment Research & Advisory Group reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
  • Investment Research & Advisory Group sold 43 DTE Energy shares in Q1 2026, an estimated $5.67K.
  • Investment Research & Advisory Group first reported a position in DTE Energy in Q4 2025 and held it in 1 quarter.
  • Investment Research & Advisory Group's DTE Energy position peaked at $5.67K in Q4 2025.
  • 989 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Investment Research & Advisory Group's 13F filing for Q1 2026, filed 20 Apr 2026.