Jones Financial Companies
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Jones Financial Companies’s DTE Energy DTE Stock Holding History

Jones Financial Companies’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 		$63.3M Buy
409,786
+80,732
+25% +$11.8M 0.03% 343
2026
Q1 		$47.5M Buy
329,054
+309,082
+1,548% +$43.5M 0.02% 357
2025
Q4 		$2.58M Buy
19,972
+2,137
+12% +$290K ﹤0.01% 854
2025
Q3 		$2.49M Buy
17,835
+2,893
+19% +$396K ﹤0.01% 787
2025
Q2 		$1.97M Buy
14,942
+5,017
+51% +$675K ﹤0.01% 754
2025
Q1 		$1.36M Buy
9,925
+3,630
+58% +$463K ﹤0.01% 758
2024
Q4 		$760K Buy
6,295
+2,642
+72% +$326K ﹤0.01% 836
2024
Q3 		$466K Buy
3,653
+1,815
+99% +$219K ﹤0.01% 846
2024
Q2 		$204K Buy
1,838
+1,042
+131% +$116K ﹤0.01% 829
2024
Q1 		$89.3K Buy
796
+710
+826% +$76.6K ﹤0.01% 622
2023
Q4 		$9.48K Buy
86
+31
+56% +$3.18K ﹤0.01% 688
2023
Q3 		$5.46K Sell
55
-68
-55% -$7.32K ﹤0.01% 511
2023
Q2 		$13.5K Sell
123
-319
-72% -$35.6K ﹤0.01% 452
2023
Q1 		$48.4K Buy
442
+200
+83% +$22.4K ﹤0.01% 360
2022
Q4 		$28K Buy
242
+171
+241% +$19.4K ﹤0.01% 382
2022
Q3 		$8K Sell
71
-51
-42% -$6.59K ﹤0.01% 446
2022
Q2 		$15K Sell
122
-82
-40% -$10.7K ﹤0.01% 438
2022
Q1 		$27K Buy
204
+42
+26% +$5.12K ﹤0.01% 404
2021
Q4 		$19K Sell
162
-18
-10% -$2.06K ﹤0.01% 467
2021
Q3 		$20K Sell
180
-619
-77% -$72.6K ﹤0.01% 426
2021
Q2 		$88K Buy
799
+159
+25% +$18.6K ﹤0.01% 272
2021
Q1 		$73K Buy
640
+428
+202% +$44.9K ﹤0.01% 308
2020
Q4 		$22K Buy
+212
New +$22.3K ﹤0.01% 352
2013
Q4 		– Sell
-588
Closed -$33K – 313
2013
Q3 		$33K Hold
588
– – ﹤0.01% 358
2013
Q2 		$34K Buy
+588
New +$34.6K ﹤0.01% 366

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 $3.38T AUM 44.17% 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
Jupiter Topco
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jones Financial Companies's DTE Position: Q2 2026 in Review

Jones Financial Companies increased its DTE Energy (DTE) stake by 25% in Q2 2026, buying an estimated $11.8M and bringing the position to 409,786 shares worth $63.3M. The position accounts for 0.03% of the portfolio, ranked #343.

Jones Financial Companies first reported a position in DTE in Q2 2013 and has held it in 25 quarters since. 1,037 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Jones Financial Companies held 409,786 shares of DTE Energy worth $63.3M as of Q2 2026.
  • Jones Financial Companies bought 80,732 DTE Energy shares in Q2 2026, an estimated $11.8M.
  • DTE Energy made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #343 holding.
  • Jones Financial Companies first reported a position in DTE Energy in Q2 2013 and has held it in 25 quarters since.
  • 1,037 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.