J. Safra Asset Management’s DTE Energy DTE Stock Holding History

J. Safra Asset 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 Q2	$4.57K	Hold	30	–	–	﹤0.01%	518
2026 Q1	$4.39K	Hold	30	–	–	﹤0.01%	493
2025 Q4	$3.87K	Buy	+30	New	+$4.07K	﹤0.01%	465

Other funds holding DTE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Jupiter Topco New York $245B AUM

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

J. Safra Asset Management's DTE Position: Q2 2026 in Review

J. Safra Asset Management held its DTE Energy (DTE) position steady in Q2 2026 at 30 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

J. Safra Asset Management first reported a position in DTE in Q4 2025 and has held it in 3 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

J. Safra Asset Management held 30 shares of DTE Energy worth $4.57K as of Q2 2026.
J. Safra Asset Management left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #518 holding.
J. Safra Asset Management first reported a position in DTE Energy in Q4 2025 and has held it in 3 quarters since.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.