Modern Wealth Management’s DTE Energy DTE Stock Holding History

Modern 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	$2.18M	Buy	14,800 +1,578	+12%	+$222K	0.04%	298
2025 Q4	$1.71M	Sell	13,222 -209	-2%	-$28.4K	0.03%	324
2025 Q3	$1.9M	Buy	13,431 +85	+0.6%	+$11.6K	0.04%	288
2025 Q2	$1.77M	Buy	13,346 +498	+4%	+$67K	0.04%	279
2025 Q1	$1.78M	Sell	12,848 -152	-1%	-$19.4K	0.06%	224
2024 Q4	$1.57M	Buy	13,000 +116	+0.9%	+$14.3K	0.06%	208
2024 Q3	$1.65M	Sell	12,884 -198	-2%	-$23.9K	0.1%	125
2024 Q2	$1.45M	Buy	13,082 +1,772	+16%	+$198K	0.11%	115
2024 Q1	$1.27M	Sell	11,310 -343	-3%	-$37K	0.12%	100
2023 Q4	$1.28M	Buy	+11,653	New	+$1.19M	0.16%	51

Other funds holding DTE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital World Investors

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

Geode Capital Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Janus Henderson Group

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return