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Retirement Guys Formula’s DTE Energy DTE Stock Holding History

Retirement Guys Formula’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 		$1.78M Buy
11,696
+714
+7% +$104K 0.67% 56
2026
Q1 		$1.61M Buy
10,982
+8,258
+303% +$1.16M 0.74% 55
2025
Q4 		$351K Sell
2,724
-4,329
-61% -$588K 0.16% 112
2025
Q3 		$998K Sell
7,053
-3,574
-34% -$490K 0.35% 95
2025
Q2 		$1.41M Buy
10,627
+344
+3% +$46.3K 0.53% 66
2025
Q1 		$1.42M Buy
10,283
+723
+8% +$92.3K 0.71% 53
2024
Q4 		$1.15M Buy
9,560
+762
+9% +$94K 0.58% 56
2024
Q3 		$1.13M Buy
8,798
+376
+4% +$45.3K 0.53% 61
2024
Q2 		$935K Buy
8,422
+123
+1% +$13.7K 0.45% 67
2024
Q1 		$931K Buy
8,299
+5,482
+195% +$592K 0.45% 66
2023
Q4 		$311K Buy
2,817
+428
+18% +$43.9K 0.17% 112
2023
Q3 		$237K Sell
2,389
-34
-1% -$3.66K 0.17% 112
2023
Q2 		$267K Hold
2,423
– – 0.15% 114
2023
Q1 		$265K Sell
2,423
-14
-0.6% -$1.57K 0.19% 112
2022
Q4 		$286K Buy
2,437
+28
+1% +$3.17K 0.23% 108
2022
Q3 		$277K Hold
2,409
– – 0.29% 99
2022
Q2 		$305K Hold
2,409
– – 0.31% 98
2022
Q1 		$318K Sell
2,409
-56
-2% -$6.83K 0.21% 84
2021
Q4 		$295K Buy
+2,465
New +$282K 0.23% 81

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

Retirement Guys Formula's DTE Position: Q2 2026 in Review

Retirement Guys Formula increased its DTE Energy (DTE) stake by 6.5% in Q2 2026, buying an estimated $104K and bringing the position to 11,696 shares worth $1.78M. The position accounts for 0.67% of the portfolio, ranked #56.

Retirement Guys Formula first reported a position in DTE in Q4 2021 and has held it in 19 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Retirement Guys Formula held 11,696 shares of DTE Energy worth $1.78M as of Q2 2026.
  • Retirement Guys Formula bought 714 DTE Energy shares in Q2 2026, an estimated $104K.
  • DTE Energy made up 0.67% of Retirement Guys Formula's portfolio in Q2 2026, its #56 holding.
  • Retirement Guys Formula first reported a position in DTE Energy in Q4 2021 and has held it in 19 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.