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Mark Sheptoff Financial Planning’s DTE Energy DTE Stock Holding History

Mark Sheptoff Financial Planning’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 		$11.7K Hold
77
– – 0.01% 337
2026
Q1 		$11.1K Hold
77
– – 0.01% 332
2025
Q4 		$9.93K Hold
77
– – ﹤0.01% 350
2025
Q3 		$10.9K Hold
77
– – 0.01% 336
2025
Q2 		$10.2K Hold
77
– – 0.01% 337
2025
Q1 		$10.6K Hold
77
– – 0.01% 318
2024
Q4 		$9.3K Hold
77
– – 0.01% 323
2024
Q3 		$9.89K Hold
77
– – 0.01% 310
2024
Q2 		$8.55K Buy
+77
New +$8.61K ﹤0.01% 329

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

Mark Sheptoff Financial Planning's DTE Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its DTE Energy (DTE) position steady in Q2 2026 at 77 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #337.

Mark Sheptoff Financial Planning first reported a position in DTE in Q2 2024 and has held it in 9 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Mark Sheptoff Financial Planning held 77 shares of DTE Energy worth $11.7K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #337 holding.
  • Mark Sheptoff Financial Planning first reported a position in DTE Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.