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Pinion Investment Advisors’s DTE Energy DTE Stock Holding History

Pinion Investment Advisors’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 		$775K Buy
5,085
+205
+4% +$29.9K 0.15% 95
2026
Q1 		$714K Sell
4,880
-945
-16% -$133K 0.17% 92
2025
Q4 		$751K Buy
+5,825
New +$791K 0.18% 84
2024
Q2 		– Sell
-1,860
Closed -$209K – 145
2024
Q1 		$209K Sell
1,860
-350
-16% -$37.8K 0.11% 143
2023
Q4 		$244K Buy
+2,210
New +$226K 0.15% 132

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 $3.38T AUM 44.17% 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
Jupiter Topco
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinion Investment Advisors's DTE Position: Q2 2026 in Review

Pinion Investment Advisors increased its DTE Energy (DTE) stake by 4.2% in Q2 2026, buying an estimated $29.9K and bringing the position to 5,085 shares worth $775K. The position accounts for 0.15% of the portfolio, ranked #95.

Pinion Investment Advisors first reported a position in DTE in Q4 2023 and has held it in 5 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Pinion Investment Advisors held 5,085 shares of DTE Energy worth $775K as of Q2 2026.
  • Pinion Investment Advisors bought 205 DTE Energy shares in Q2 2026, an estimated $29.9K.
  • DTE Energy made up 0.15% of Pinion Investment Advisors's portfolio in Q2 2026, its #95 holding.
  • Pinion Investment Advisors first reported a position in DTE Energy in Q4 2023 and has held it in 5 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.