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Moneta Group Investment Advisors’s DTE Energy DTE Stock Holding History

Moneta Group Investment Advisors’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 		$215K Sell
1,410
-72
-5% -$10.5K ﹤0.01% 815
2026
Q1 		$217K Buy
+1,482
New +$208K ﹤0.01% 744
2018
Q1 		– Sell
-5
Closed – – 635
2017
Q4 		$0 Buy
+5
New +$475 ﹤0.01% 485

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

Moneta Group Investment Advisors's DTE Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its DTE Energy (DTE) stake by 4.9% in Q2 2026, selling an estimated $10.5K and leaving 1,410 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Moneta Group Investment Advisors first reported a position in DTE in Q4 2017 and has held it in 3 quarters since. The position peaked at $217K in Q1 2026. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Moneta Group Investment Advisors held 1,410 shares of DTE Energy worth $215K as of Q2 2026.
  • Moneta Group Investment Advisors sold 72 DTE Energy shares in Q2 2026, an estimated $10.5K.
  • DTE Energy made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #815 holding.
  • Moneta Group Investment Advisors first reported a position in DTE Energy in Q4 2017 and has held it in 3 quarters since.
  • Moneta Group Investment Advisors's DTE Energy position peaked at $217K in Q1 2026.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.