OF
DTE icon

Optimize Financial’s DTE Energy DTE Stock Holding History

Optimize Financial’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 		$219K Sell
1,440
-5
-0.3% -$730 0.08% 271
2026
Q1 		$211K Buy
+1,445
New +$203K 0.1% 282
2025
Q3 		– Sell
-1,891
Closed -$250K – 365
2025
Q2 		$250K Sell
1,891
-12
-0.6% -$1.61K 0.15% 184
2025
Q1 		$263K Buy
+1,903
New +$243K 0.1% 152

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

Optimize Financial's DTE Position: Q2 2026 in Review

Optimize Financial reduced its DTE Energy (DTE) stake by 0.35% in Q2 2026, selling an estimated $730 and leaving 1,440 shares worth $219K. The position accounts for 0.08% of the portfolio, ranked #271.

Optimize Financial first reported a position in DTE in Q1 2025 and has held it in 4 quarters since. The position peaked at $263K in Q1 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Optimize Financial held 1,440 shares of DTE Energy worth $219K as of Q2 2026.
  • Optimize Financial sold 5 DTE Energy shares in Q2 2026, an estimated $730.
  • DTE Energy made up 0.08% of Optimize Financial's portfolio in Q2 2026, its #271 holding.
  • Optimize Financial first reported a position in DTE Energy in Q1 2025 and has held it in 4 quarters since.
  • Optimize Financial's DTE Energy position peaked at $263K in Q1 2025.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.