PCS
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Personal CFO Solutions’s DTE Energy DTE Stock Holding History

Personal CFO Solutions’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 		$251K Sell
1,636
-52
-3% -$7.6K 0.04% 455
2026
Q1 		$249K Buy
1,688
+45
+3% +$6.33K 0.03% 443
2025
Q4 		$212K Sell
1,643
-77
-4% -$10.5K 0.03% 488
2025
Q3 		$243K Sell
1,720
-19
-1% -$2.6K 0.04% 431
2025
Q2 		$230K Sell
1,739
-28
-2% -$3.77K 0.04% 425
2025
Q1 		$244K Sell
1,767
-151
-8% -$19.3K 0.05% 377
2024
Q4 		$232K Buy
1,918
+48
+3% +$5.92K 0.05% 400
2024
Q3 		$240K Sell
1,870
-173
-8% -$20.9K 0.03% 484
2024
Q2 		$227K Sell
2,043
-9
-0.4% -$1.01K 0.03% 466
2024
Q1 		$230K Buy
2,052
+52
+3% +$5.61K 0.04% 484
2023
Q4 		$221K Buy
+2,000
New +$205K 0.04% 461
2023
Q3 		– Sell
-1,827
Closed -$201K – 469
2023
Q2 		$201K Sell
1,827
-33
-2% -$3.68K 0.04% 445
2023
Q1 		$204K Buy
+1,860
New +$208K 0.04% 444
2022
Q3 		– Sell
-2,794
Closed -$354K – 428
2022
Q2 		$354K Sell
2,794
-45
-2% -$5.87K 0.08% 231
2022
Q1 		$375K Buy
+2,839
New +$346K 0.07% 260
2021
Q4 		– Sell
-2,929
Closed -$327K – 482
2021
Q3 		$327K Sell
2,929
-68
-2% -$7.98K 0.07% 266
2021
Q2 		$331K Sell
2,997
-23
-0.8% -$2.69K 0.07% 261
2021
Q1 		$342K Sell
3,020
-969
-24% -$102K 0.07% 225
2020
Q4 		$412K Buy
3,989
+47
+1% +$4.95K 0.1% 193
2020
Q3 		$0 Buy
+3,942
New +$385K ﹤0.01% 189

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

Personal CFO Solutions's DTE Position: Q2 2026 in Review

Personal CFO Solutions reduced its DTE Energy (DTE) stake by 3.1% in Q2 2026, selling an estimated $7.6K and leaving 1,636 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #455.

Personal CFO Solutions first reported a position in DTE in Q3 2020 and has held it in 20 quarters since. The position peaked at $412K in Q4 2020. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Personal CFO Solutions held 1,636 shares of DTE Energy worth $251K as of Q2 2026.
  • Personal CFO Solutions sold 52 DTE Energy shares in Q2 2026, an estimated $7.6K.
  • DTE Energy made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #455 holding.
  • Personal CFO Solutions first reported a position in DTE Energy in Q3 2020 and has held it in 20 quarters since.
  • Personal CFO Solutions's DTE Energy position peaked at $412K in Q4 2020.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.