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Money Concepts Capital’s DTE Energy DTE Stock Holding History

Money Concepts Capital’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 		$701K Buy
+4,792
New +$674K 0.04% 329
2023
Q1 		– Sell
-2,512
Closed -$295K – 1108
2022
Q4 		$295K Buy
+2,512
New +$285K 0.01% 565
2022
Q2 		– Sell
-1,265
Closed -$167K – 1728
2022
Q1 		$167K Buy
+1,265
New +$154K 0.01% 811

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

Money Concepts Capital's DTE Position: Q1 2026 in Review

Money Concepts Capital opened a new position in DTE Energy (DTE) in Q1 2026: 4,792 shares worth $701K. The stake represents 0.04% of the portfolio and ranks #329 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in DTE as recently as Q4 2022.

Money Concepts Capital first reported a position in DTE in Q1 2022 and has held it in 3 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Money Concepts Capital held 4,792 shares of DTE Energy worth $701K as of Q1 2026.
  • DTE Energy was a new Money Concepts Capital position in Q1 2026.
  • DTE Energy made up 0.04% of Money Concepts Capital's portfolio in Q1 2026, its #329 holding.
  • Money Concepts Capital first reported a position in DTE Energy in Q1 2022 and has held it in 3 quarters since.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.