Silver Oak Securities’s DTE Energy DTE Stock Holding History

Silver Oak Securities’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	$224K	Hold	1,467	–	–	0.01%	714
2026 Q1	$215K	Buy	+1,467	New	+$206K	0.02%	709
2025 Q4	–	Sell	-1,484	Closed	-$210K	–	816
2025 Q3	$210K	Buy	+1,484	New	+$203K	0.02%	695
2025 Q2	–	Sell	-1,484	Closed	-$203K	–	703
2025 Q1	$203K	Buy	1,484 +8	+0.5%	+$1.02K	0.02%	589
2024 Q4	$178K	Sell	1,476 -367	-20%	-$45.3K	0.02%	596
2024 Q3	$235K	Buy	+1,843	New	+$222K	0.02%	468
2024 Q2	–	Sell	-2,017	Closed	-$226K	–	500
2024 Q1	$226K	Hold	2,017	–	–	0.03%	355
2023 Q4	$222K	Hold	2,017	–	–	0.03%	438
2023 Q3	$200K	Buy	+2,017	New	+$217K	0.04%	294
2022 Q4	–	Sell	-2,017	Closed	-$200K	–	353
2022 Q3	$200K	Buy	+2,017	New	+$261K	0.04%	294

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

Silver Oak Securities's DTE Position: Q2 2026 in Review

Silver Oak Securities held its DTE Energy (DTE) position steady in Q2 2026 at 1,467 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #714.

Silver Oak Securities first reported a position in DTE in Q3 2022 and has held it in 10 quarters since. The position peaked at $235K in Q3 2024. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Silver Oak Securities held 1,467 shares of DTE Energy worth $224K as of Q2 2026.
Silver Oak Securities left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #714 holding.
Silver Oak Securities first reported a position in DTE Energy in Q3 2022 and has held it in 10 quarters since.
Silver Oak Securities's DTE Energy position peaked at $235K in Q3 2024.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.