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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
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 $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

Pinion Investment Advisors's DTE Position: Q1 2026 in Review

Pinion Investment Advisors reduced its DTE Energy (DTE) stake by 16% in Q1 2026, selling an estimated $133K and leaving 4,880 shares worth $714K. The position accounts for 0.17% of the portfolio, ranked #92.

Pinion Investment Advisors first reported a position in DTE in Q4 2023 and has held it in 4 quarters since. The position peaked at $751K in Q4 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Pinion Investment Advisors held 4,880 shares of DTE Energy worth $714K as of Q1 2026.
  • Pinion Investment Advisors sold 945 DTE Energy shares in Q1 2026, an estimated $133K.
  • DTE Energy made up 0.17% of Pinion Investment Advisors's portfolio in Q1 2026, its #92 holding.
  • Pinion Investment Advisors first reported a position in DTE Energy in Q4 2023 and has held it in 4 quarters since.
  • Pinion Investment Advisors's DTE Energy position peaked at $751K in Q4 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.