Stiles Financial Services
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Stiles Financial Services’s DTE Energy DTE Stock Holding History

Stiles Financial Services’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
Q3 		– Sell
-1,413
Closed -$215K – 182
2026
Q2 		$215K Hold
1,413
– – 0.05% 176
2026
Q1 		$207K Buy
+1,413
New +$199K 0.06% 172

Other funds holding DTE

BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Stiles Financial Services's DTE Position: Q3 2026 in Review

Stiles Financial Services sold out of DTE Energy (DTE) in Q3 2026, closing a stake of 1,413 shares — an estimated $215K sold.

Stiles Financial Services first reported a position in DTE in Q1 2026 and held it in 2 quarters. The position peaked at $215K in Q2 2026. 829 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Stiles Financial Services reported no remaining DTE Energy position as of Q3 2026 after selling out during the quarter.
  • Stiles Financial Services sold 1,413 DTE Energy shares in Q3 2026, an estimated $215K.
  • Stiles Financial Services first reported a position in DTE Energy in Q1 2026 and held it in 2 quarters.
  • Stiles Financial Services's DTE Energy position peaked at $215K in Q2 2026.
  • 829 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.