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Leo Wealth LLC’s DTE Energy DTE Stock Holding History

Leo Wealth LLC’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 		$402K Buy
2,751
+212
+8% +$29.8K 0.03% 300
2025
Q4 		$327K Buy
2,539
+922
+57% +$125K 0.02% 334
2025
Q3 		$229K Sell
1,617
-9,207
-85% -$1.26M 0.03% 261
2025
Q2 		$1.43M Buy
10,824
+1,458
+16% +$196K 0.11% 142
2025
Q1 		$1.3M Buy
9,366
+228
+2% +$29.1K 0.19% 104
2024
Q4 		$1.1M Buy
+9,138
New +$1.13M 0.1% 142

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Leo Wealth LLC's DTE Position: Q1 2026 in Review

Leo Wealth LLC increased its DTE Energy (DTE) stake by 8.3% in Q1 2026, buying an estimated $29.8K and bringing the position to 2,751 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #300.

Leo Wealth LLC first reported a position in DTE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.43M in Q2 2025. 987 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Leo Wealth LLC held 2,751 shares of DTE Energy worth $402K as of Q1 2026.
  • Leo Wealth LLC bought 212 DTE Energy shares in Q1 2026, an estimated $29.8K.
  • DTE Energy made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #300 holding.
  • Leo Wealth LLC first reported a position in DTE Energy in Q4 2024 and has held it in 6 quarters since.
  • Leo Wealth LLC's DTE Energy position peaked at $1.43M in Q2 2025.
  • 987 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.