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JPL Wealth Management’s DTE Energy DTE Stock Holding History

JPL Wealth 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 		$13.3K Buy
87
+14
+19% +$2.04K ﹤0.01% 533
2026
Q1 		$10.7K Buy
+73
New +$10.3K ﹤0.01% 519
2025
Q4 		– Sell
-77
Closed -$10.9K – 390
2025
Q3 		$10.9K Buy
+77
New +$10.5K ﹤0.01% 524

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

JPL Wealth Management's DTE Position: Q2 2026 in Review

JPL Wealth Management increased its DTE Energy (DTE) stake by 19% in Q2 2026, buying an estimated $2.04K and bringing the position to 87 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

JPL Wealth Management first reported a position in DTE in Q3 2025 and has held it in 3 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • JPL Wealth Management held 87 shares of DTE Energy worth $13.3K as of Q2 2026.
  • JPL Wealth Management bought 14 DTE Energy shares in Q2 2026, an estimated $2.04K.
  • DTE Energy made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #533 holding.
  • JPL Wealth Management first reported a position in DTE Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.