Oxler Private Wealth
DTE icon

Oxler Private Wealth’s DTE Energy DTE Stock Holding History

Oxler Private Wealth’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
Q3 		– Sell
-1,406
Closed -$214K – 90
2026
Q2 		$214K Buy
1,406
+11
+0.8% +$1.61K 0.06% 90
2026
Q1 		$204K Buy
+1,395
New +$196K 0.06% 91
2025
Q3 		– Sell
-1,868
Closed -$247K – 91
2025
Q2 		$247K Sell
1,868
-361
-16% -$48.5K 0.08% 82
2025
Q1 		$308K Buy
2,229
+20
+0.9% +$2.55K 0.11% 74
2024
Q4 		$267K Buy
2,209
+18
+0.8% +$2.22K 0.09% 77
2024
Q3 		$281K Buy
2,191
+20
+0.9% +$2.41K 0.1% 77
2024
Q2 		$241K Buy
2,171
+20
+0.9% +$2.24K 0.09% 78
2024
Q1 		$241K Buy
2,151
+20
+0.9% +$2.16K 0.09% 83
2023
Q4 		$235K Buy
2,131
+21
+1% +$2.15K 0.2% 69
2023
Q3 		$210K Buy
2,110
+18
+0.9% +$1.94K 0.11% 87
2023
Q2 		$230K Buy
2,092
+16
+0.8% +$1.78K 0.11% 87
2023
Q1 		$227K Sell
2,076
-5,132
-71% -$575K 0.11% 87
2022
Q4 		$847K Buy
7,208
+60
+0.8% +$6.8K 0.46% 53
2022
Q3 		$822K Buy
7,148
+51
+0.7% +$6.59K 0.46% 53
2022
Q2 		$900K Buy
7,097
+46
+0.7% +$6K 0.43% 57
2022
Q1 		$932K Buy
7,051
+51
+0.7% +$6.22K 0.42% 62
2021
Q4 		$836K Hold
7,000
– – 0.35% 72
2021
Q3 		$781K Buy
+7,000
New +$821K 0.34% 78
2021
Q1 		– Sell
-1,175
Closed -$121K – 146
2020
Q4 		$121K Buy
+1,175
New +$124K 0.07% 125

Other funds holding DTE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Oxler Private Wealth's DTE Position: Q3 2026 in Review

Oxler Private Wealth sold out of DTE Energy (DTE) in Q3 2026, closing a stake of 1,406 shares — an estimated $214K sold.

Oxler Private Wealth first reported a position in DTE in Q4 2020 and held it in 19 quarters. The position peaked at $932K in Q1 2022. 829 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Oxler Private Wealth reported no remaining DTE Energy position as of Q3 2026 after selling out during the quarter.
  • Oxler Private Wealth sold 1,406 DTE Energy shares in Q3 2026, an estimated $214K.
  • Oxler Private Wealth first reported a position in DTE Energy in Q4 2020 and held it in 19 quarters.
  • Oxler Private Wealth's DTE Energy position peaked at $932K in Q1 2022.
  • 829 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.