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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
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 0.19% 151

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

Optimize Financial's DTE Position: Q1 2026 in Review

Optimize Financial opened a new position in DTE Energy (DTE) in Q1 2026: 1,445 shares worth $211K. The stake represents 0.1% of the portfolio and ranks #282 among its holdings. This is a return to the name: Optimize Financial previously reported a position in DTE as recently as Q2 2025.

Optimize Financial first reported a position in DTE in Q1 2025 and has held it in 3 quarters since. The position peaked at $263K in Q1 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Optimize Financial held 1,445 shares of DTE Energy worth $211K as of Q1 2026.
  • DTE Energy was a new Optimize Financial position in Q1 2026.
  • DTE Energy made up 0.1% of Optimize Financial's portfolio in Q1 2026, its #282 holding.
  • Optimize Financial first reported a position in DTE Energy in Q1 2025 and has held it in 3 quarters since.
  • Optimize Financial's DTE Energy position peaked at $263K in Q1 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.