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Sonoma Allocations’s DTE Energy DTE Stock Holding History

Sonoma Allocations’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 		$302K Buy
1,987
+15
+0.8% +$2.19K 0.09% 103
2026
Q1 		$293K Hold
1,972
– – 0.1% 127
2025
Q4 		$262K Buy
1,972
+17
+0.9% +$2.31K 0.09% 111
2025
Q3 		$277K Buy
+1,955
New +$268K 0.1% 109

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

Sonoma Allocations's DTE Position: Q2 2026 in Review

Sonoma Allocations increased its DTE Energy (DTE) stake by 0.76% in Q2 2026, buying an estimated $2.19K and bringing the position to 1,987 shares worth $302K. The position accounts for 0.09% of the portfolio, ranked #103.

Sonoma Allocations first reported a position in DTE in Q3 2025 and has held it in 4 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Sonoma Allocations held 1,987 shares of DTE Energy worth $302K as of Q2 2026.
  • Sonoma Allocations bought 15 DTE Energy shares in Q2 2026, an estimated $2.19K.
  • DTE Energy made up 0.09% of Sonoma Allocations's portfolio in Q2 2026, its #103 holding.
  • Sonoma Allocations first reported a position in DTE Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.