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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
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 $5.72T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Ameriprise Minneapolis, Minnesota $432B 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Moneta Group Investment Advisors's DTE Position: Q1 2026 in Review

Moneta Group Investment Advisors opened a new position in DTE Energy (DTE) in Q1 2026: 1,482 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in DTE as recently as Q4 2017.

Moneta Group Investment Advisors first reported a position in DTE in Q4 2017 and has held it in 2 quarters since. 982 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Moneta Group Investment Advisors held 1,482 shares of DTE Energy worth $217K as of Q1 2026.
  • DTE Energy was a new Moneta Group Investment Advisors position in Q1 2026.
  • DTE Energy made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #744 holding.
  • Moneta Group Investment Advisors first reported a position in DTE Energy in Q4 2017 and has held it in 2 quarters since.
  • 982 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.