Kaydan Wealth Management’s DTE Energy DTE Stock Holding History

Kaydan 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 Q1	$409K	Hold	2,797	–	–	0.14%	71
2025 Q4	$361K	Hold	2,797	–	–	0.1%	79
2025 Q3	$396K	Hold	2,797	–	–	0.11%	77
2025 Q2	$370K	Hold	2,797	–	–	0.12%	75
2025 Q1	$387K	Hold	2,797	–	–	0.12%	73
2024 Q4	$338K	Hold	2,797	–	–	0.11%	78
2024 Q3	$359K	Hold	2,797	–	–	0.11%	75
2024 Q2	$310K	Hold	2,797	–	–	0.11%	83
2024 Q1	$314K	Hold	2,797	–	–	0.11%	79
2023 Q4	$308K	Hold	2,797	–	–	0.13%	78
2023 Q3	$278K	Hold	2,797	–	–	0.11%	83
2023 Q2	$308K	Sell	2,797 -50	-2%	-$5.57K	0.13%	77
2023 Q1	$312K	Buy	2,847 +1,067	+60%	+$120K	0.13%	75
2022 Q4	$209K	Sell	1,780 -34	-2%	-$3.85K	0.08%	82
2022 Q3	$209K	Sell	1,814 -102	-5%	-$13.2K	0.12%	81
2022 Q2	$243K	Sell	1,916 -31	-2%	-$4.04K	0.14%	79
2022 Q1	$257K	Sell	1,947 -200	-9%	-$24.4K	0.11%	87
2021 Q4	$257K	Buy	+2,147	New	+$246K	0.1%	91

Other funds holding DTE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kaydan Wealth Management's DTE Position: Q1 2026 in Review

Kaydan Wealth Management held its DTE Energy (DTE) position steady in Q1 2026 at 2,797 shares worth $409K. The position accounts for 0.14% of the portfolio, ranked #71.

Kaydan Wealth Management first reported a position in DTE in Q4 2021 and has held it in 18 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Kaydan Wealth Management held 2,797 shares of DTE Energy worth $409K as of Q1 2026.
Kaydan Wealth Management left its DTE Energy share count unchanged in Q1 2026.
DTE Energy made up 0.14% of Kaydan Wealth Management's portfolio in Q1 2026, its #71 holding.
Kaydan Wealth Management first reported a position in DTE Energy in Q4 2021 and has held it in 18 quarters since.
981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.