MB, Levis & Associates’s DTE Energy DTE Stock Holding History

MB, Levis & Associates’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	$25K	Hold	164	–	–	0.01%	140
2026 Q1	$24K	Hold	164	–	–	0.01%	134
2025 Q4	$21.2K	Hold	164	–	–	0.01%	138
2025 Q3	$23.2K	Hold	164	–	–	0.01%	136
2025 Q2	$21.7K	Hold	164	–	–	0.01%	164
2025 Q1	$22.7K	Hold	164	–	–	0.01%	157
2024 Q4	$19.8K	Hold	164	–	–	0.01%	159
2024 Q3	$21.1K	Hold	164	–	–	0.01%	158
2024 Q2	$18.2K	Hold	164	–	–	0.01%	160
2024 Q1	$18.4K	Hold	164	–	–	0.01%	160
2023 Q4	$18.1K	Hold	164	–	–	0.01%	159
2023 Q3	$16.3K	Hold	164	–	–	0.01%	168
2023 Q2	$18K	Hold	164	–	–	0.01%	164
2023 Q1	$18K	Hold	164	–	–	0.01%	164
2022 Q4	$19.3K	Buy	+164	New	+$18.6K	0.02%	152

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MB, Levis & Associates's DTE Position: Q2 2026 in Review

MB, Levis & Associates held its DTE Energy (DTE) position steady in Q2 2026 at 164 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #140.

MB, Levis & Associates first reported a position in DTE in Q4 2022 and has held it in 15 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

MB, Levis & Associates held 164 shares of DTE Energy worth $25K as of Q2 2026.
MB, Levis & Associates left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #140 holding.
MB, Levis & Associates first reported a position in DTE Energy in Q4 2022 and has held it in 15 quarters since.
1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.