LJAC
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L.J. Altfest & Co’s DTE Energy DTE Stock Holding History

L.J. Altfest & Co’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 		$658K Buy
4,316
+20
+0.5% +$2.92K 0.06% 184
2026
Q1 		$628K Sell
4,296
-1,763
-29% -$248K 0.07% 199
2025
Q4 		$781K Buy
6,059
+19
+0.3% +$2.58K 0.09% 164
2025
Q3 		$854K Sell
6,040
-45
-0.7% -$6.17K 0.1% 149
2025
Q2 		$806K Buy
6,085
+91
+2% +$12.2K 0.1% 145
2025
Q1 		$829K Buy
5,994
+1,220
+26% +$156K 0.1% 137
2024
Q4 		$576K Sell
4,774
-2,761
-37% -$341K 0.07% 189
2024
Q3 		$968K Buy
7,535
+2,716
+56% +$327K 0.13% 134
2024
Q2 		$535K Buy
+4,819
New +$539K 0.07% 182

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

L.J. Altfest & Co's DTE Position: Q2 2026 in Review

L.J. Altfest & Co increased its DTE Energy (DTE) stake by 0.47% in Q2 2026, buying an estimated $2.92K and bringing the position to 4,316 shares worth $658K. The position accounts for 0.06% of the portfolio, ranked #184.

L.J. Altfest & Co first reported a position in DTE in Q2 2024 and has held it in 9 quarters since. The position peaked at $968K in Q3 2024. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • L.J. Altfest & Co held 4,316 shares of DTE Energy worth $658K as of Q2 2026.
  • L.J. Altfest & Co bought 20 DTE Energy shares in Q2 2026, an estimated $2.92K.
  • DTE Energy made up 0.06% of L.J. Altfest & Co's portfolio in Q2 2026, its #184 holding.
  • L.J. Altfest & Co first reported a position in DTE Energy in Q2 2024 and has held it in 9 quarters since.
  • L.J. Altfest & Co's DTE Energy position peaked at $968K in Q3 2024.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.