Planning Alternatives’s DTE Energy DTE Stock Holding History

Planning Alternatives’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	$2.47M	Buy	16,203 +549	+4%	+$80.2K	0.26%	23
2026 Q1	$2.29M	Buy	15,654 +48	+0.3%	+$6.75K	0.3%	22
2025 Q4	$2.01M	Buy	15,606 +25	+0.2%	+$3.4K	0.25%	21
2025 Q3	$2.2M	Hold	15,581	–	–	0.28%	20
2025 Q2	$2.06M	Hold	15,581	–	–	0.29%	21
2025 Q1	$2.15M	Buy	15,581 +148	+1%	+$18.9K	0.33%	20
2024 Q4	$1.86M	Hold	15,433	–	–	0.29%	20
2024 Q3	$1.98M	Hold	15,433	–	–	0.3%	20
2024 Q2	$1.71M	Hold	15,433	–	–	0.28%	22
2024 Q1	$1.73M	Buy	+15,433	New	+$1.67M	0.28%	22
2022 Q3	–	Sell	-1,580	Closed	-$200K	–	43
2022 Q2	$200K	Hold	1,580	–	–	0.04%	43
2022 Q1	$209K	Buy	+1,580	New	+$193K	0.03%	44
2021 Q3	–	Sell	-1,857	Closed	-$205K	–	46
2021 Q2	$205K	Sell	1,857 -440	-19%	-$51.5K	0.03%	43
2021 Q1	$260K	Buy	+2,297	New	+$241K	0.04%	41
2020 Q1	–	Sell	-2,855	Closed	-$316K	–	48
2019 Q4	$316K	Hold	2,855	–	–	0.06%	39
2019 Q3	$323K	Hold	2,855	–	–	0.06%	40
2019 Q2	$311K	Hold	2,855	–	–	0.06%	41
2019 Q1	$303K	Buy	+2,855	New	+$288K	0.06%	41
2018 Q4	–	Sell	-2,328	Closed	-$216K	–	50
2018 Q3	$216K	Sell	2,328 -2,350	-50%	-$219K	0.04%	46
2018 Q2	$413K	Buy	+4,678	New	+$405K	0.07%	39

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Planning Alternatives's DTE Position: Q2 2026 in Review

Planning Alternatives increased its DTE Energy (DTE) stake by 3.5% in Q2 2026, buying an estimated $80.2K and bringing the position to 16,203 shares worth $2.47M. The position accounts for 0.26% of the portfolio, ranked #23.

Planning Alternatives first reported a position in DTE in Q2 2018 and has held it in 20 quarters since. 1,033 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Planning Alternatives held 16,203 shares of DTE Energy worth $2.47M as of Q2 2026.
Planning Alternatives bought 549 DTE Energy shares in Q2 2026, an estimated $80.2K.
DTE Energy made up 0.26% of Planning Alternatives's portfolio in Q2 2026, its #23 holding.
Planning Alternatives first reported a position in DTE Energy in Q2 2018 and has held it in 20 quarters since.
1,033 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.