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SkyOak Wealth’s DTE Energy DTE Stock Holding History

SkyOak Wealth’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 		$317K Sell
2,078
-449
-18% -$65.6K 0.05% 174
2026
Q1 		$370K Buy
2,527
+1
+0% +$141 0.07% 156
2025
Q4 		$326K Hold
2,526
– – 0.06% 170
2025
Q3 		$357K Buy
2,526
+1
+0% +$137 0.07% 164
2025
Q2 		$334K Buy
2,525
+1
+0% +$134 0.07% 162
2025
Q1 		$349K Buy
2,524
+350
+16% +$44.7K 0.08% 150
2024
Q4 		$262K Buy
2,174
+85
+4% +$10.5K 0.06% 205
2024
Q3 		$268K Hold
2,089
– – 0.06% 190
2024
Q2 		$232K Sell
2,089
-22
-1% -$2.46K 0.05% 211
2024
Q1 		$237K Sell
2,111
-91
-4% -$9.82K 0.06% 214
2023
Q4 		$243K Sell
2,202
-183
-8% -$18.8K 0.06% 209
2023
Q3 		$237K Sell
2,385
-139
-6% -$15K 0.07% 199
2023
Q2 		$278K Buy
2,524
+111
+5% +$12.4K 0.08% 182
2023
Q1 		$264K Hold
2,413
– – 0.08% 177
2022
Q4 		$284K Hold
2,413
– – 0.1% 166
2022
Q3 		$278K Hold
2,413
– – 0.1% 166
2022
Q2 		$306K Hold
2,413
– – 0.1% 157
2022
Q1 		$319K Sell
2,413
-125
-5% -$15.2K 0.09% 169
2021
Q4 		$303K Hold
2,538
– – 0.08% 179
2021
Q3 		$284K Sell
2,538
-444
-15% -$52.1K 0.08% 185
2021
Q2 		$329K Sell
2,982
-118
-4% -$13.8K 0.09% 157
2021
Q1 		$360K Sell
3,100
-237
-7% -$24.9K 0.1% 148
2020
Q4 		$345K Buy
3,337
+120
+4% +$12.6K 0.11% 151
2020
Q3 		$315K Hold
3,217
– – 0.11% 149
2020
Q2 		$294K Buy
3,217
+99
+3% +$8.76K 0.11% 183
2020
Q1 		$252K Buy
3,118
+180
+6% +$18.3K 0.13% 176
2019
Q4 		$325K Buy
+2,938
New +$317K 0.1% 220

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 $3.37T AUM 44.26% 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

SkyOak Wealth's DTE Position: Q2 2026 in Review

SkyOak Wealth reduced its DTE Energy (DTE) stake by 18% in Q2 2026, selling an estimated $65.6K and leaving 2,078 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #174.

SkyOak Wealth first reported a position in DTE in Q4 2019 and has held it in 27 quarters since. The position peaked at $370K in Q1 2026. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • SkyOak Wealth held 2,078 shares of DTE Energy worth $317K as of Q2 2026.
  • SkyOak Wealth sold 449 DTE Energy shares in Q2 2026, an estimated $65.6K.
  • DTE Energy made up 0.05% of SkyOak Wealth's portfolio in Q2 2026, its #174 holding.
  • SkyOak Wealth first reported a position in DTE Energy in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's DTE Energy position peaked at $370K in Q1 2026.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.