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Sovereign Financial Group’s DTE Energy DTE Stock Holding History

Sovereign Financial Group’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 		$480K Sell
3,150
-208
-6% -$30.4K 0.07% 230
2026
Q1 		$491K Sell
3,358
-1
-0% -$141 0.09% 210
2025
Q4 		$433K Sell
3,359
-7
-0.2% -$951 0.07% 211
2025
Q3 		$476K Buy
3,366
+26
+0.8% +$3.56K 0.09% 199
2025
Q2 		$442K Sell
3,340
-2
-0.1% -$269 0.09% 190
2025
Q1 		$462K Sell
3,342
-2
-0.1% -$255 0.11% 170
2024
Q4 		$404K Sell
3,344
-20
-0.6% -$2.47K 0.09% 197
2024
Q3 		$432K Buy
3,364
+1
+0% +$121 0.1% 177
2024
Q2 		$373K Hold
3,363
– – 0.09% 190
2024
Q1 		$377K Buy
+3,363
New +$363K 0.1% 185

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

Sovereign Financial Group's DTE Position: Q2 2026 in Review

Sovereign Financial Group reduced its DTE Energy (DTE) stake by 6.2% in Q2 2026, selling an estimated $30.4K and leaving 3,150 shares worth $480K. The position accounts for 0.07% of the portfolio, ranked #230.

Sovereign Financial Group first reported a position in DTE in Q1 2024 and has held it in 10 quarters since. The position peaked at $491K in Q1 2026. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Sovereign Financial Group held 3,150 shares of DTE Energy worth $480K as of Q2 2026.
  • Sovereign Financial Group sold 208 DTE Energy shares in Q2 2026, an estimated $30.4K.
  • DTE Energy made up 0.07% of Sovereign Financial Group's portfolio in Q2 2026, its #230 holding.
  • Sovereign Financial Group first reported a position in DTE Energy in Q1 2024 and has held it in 10 quarters since.
  • Sovereign Financial Group's DTE Energy position peaked at $491K in Q1 2026.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.