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 Q2	$736K	Buy	4,831 +39	+0.8%	+$5.7K	0.03%	358
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 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 $3.38T AUM 44.17% 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

Money Concepts Capital's DTE Position: Q2 2026 in Review

Money Concepts Capital increased its DTE Energy (DTE) stake by 0.81% in Q2 2026, buying an estimated $5.7K and bringing the position to 4,831 shares worth $736K. The position accounts for 0.03% of the portfolio, ranked #358.

Money Concepts Capital first reported a position in DTE in Q1 2022 and has held it in 4 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Money Concepts Capital held 4,831 shares of DTE Energy worth $736K as of Q2 2026.
Money Concepts Capital bought 39 DTE Energy shares in Q2 2026, an estimated $5.7K.
DTE Energy made up 0.03% of Money Concepts Capital's portfolio in Q2 2026, its #358 holding.
Money Concepts Capital first reported a position in DTE Energy in Q1 2022 and has held it in 4 quarters since.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.