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
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 $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

Personal CFO Solutions's DTE Position: Q1 2026 in Review

Personal CFO Solutions increased its DTE Energy (DTE) stake by 2.7% in Q1 2026, buying an estimated $6.33K and bringing the position to 1,688 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #443.

Personal CFO Solutions first reported a position in DTE in Q3 2020 and has held it in 19 quarters since. The position peaked at $412K in Q4 2020. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Personal CFO Solutions held 1,688 shares of DTE Energy worth $249K as of Q1 2026.
  • Personal CFO Solutions bought 45 DTE Energy shares in Q1 2026, an estimated $6.33K.
  • DTE Energy made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #443 holding.
  • Personal CFO Solutions first reported a position in DTE Energy in Q3 2020 and has held it in 19 quarters since.
  • Personal CFO Solutions's DTE Energy position peaked at $412K in Q4 2020.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.