Savvy Advisors Inc’s DTE Energy DTE Stock Holding History

Savvy Advisors Inc’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	$479K	Buy	3,146 +619	+24%	+$90.4K	0.01%	795
2026 Q1	$370K	Sell	2,527 -743	-23%	-$104K	0.01%	782
2025 Q4	$422K	Buy	3,270 +667	+26%	+$90.6K	0.01%	628
2025 Q3	$368K	Buy	+2,603	New	+$357K	0.02%	546

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's DTE Position: Q2 2026 in Review

Savvy Advisors Inc increased its DTE Energy (DTE) stake by 24% in Q2 2026, buying an estimated $90.4K and bringing the position to 3,146 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #795.

Savvy Advisors Inc first reported a position in DTE in Q3 2025 and has held it in 4 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Savvy Advisors Inc held 3,146 shares of DTE Energy worth $479K as of Q2 2026.
Savvy Advisors Inc bought 619 DTE Energy shares in Q2 2026, an estimated $90.4K.
DTE Energy made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #795 holding.
Savvy Advisors Inc first reported a position in DTE Energy in Q3 2025 and has held it in 4 quarters since.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.