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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
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
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

Savvy Advisors Inc's DTE Position: Q1 2026 in Review

Savvy Advisors Inc reduced its DTE Energy (DTE) stake by 23% in Q1 2026, selling an estimated $104K and leaving 2,527 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #782.

Savvy Advisors Inc first reported a position in DTE in Q3 2025 and has held it in 3 quarters since. The position peaked at $422K in Q4 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Savvy Advisors Inc held 2,527 shares of DTE Energy worth $370K as of Q1 2026.
  • Savvy Advisors Inc sold 743 DTE Energy shares in Q1 2026, an estimated $104K.
  • DTE Energy made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #782 holding.
  • Savvy Advisors Inc first reported a position in DTE Energy in Q3 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's DTE Energy position peaked at $422K in Q4 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.