TFC Financial Management’s DTE Energy DTE Stock Holding History

TFC Financial Management’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	$5.94K	Hold	39	–	–	﹤0.01%	466
2026 Q1	$5.7K	Hold	39	–	–	﹤0.01%	441
2025 Q4	$5.03K	Hold	39	–	–	﹤0.01%	449
2025 Q3	$5.52K	Hold	39	–	–	﹤0.01%	445
2025 Q2	$5.17K	Buy	39 +1	+3%	+$134	﹤0.01%	420
2025 Q1	$5.25K	Hold	38	–	–	﹤0.01%	400
2024 Q4	$4.59K	Hold	38	–	–	﹤0.01%	425
2024 Q3	$4.88K	Hold	38	–	–	﹤0.01%	420
2024 Q2	$4.22K	Sell	38 -1	-3%	-$112	﹤0.01%	406
2024 Q1	$4.37K	Buy	39 +1	+3%	+$108	﹤0.01%	400
2023 Q4	$4.19K	Buy	38 +30	+375%	+$3.07K	﹤0.01%	394
2023 Q3	$795	Sell	8 -5	-38%	-$538	﹤0.01%	549
2023 Q2	$1.43K	Buy	13 +5	+63%	+$557	﹤0.01%	475
2023 Q1	$877	Hold	8	–	–	﹤0.01%	521
2022 Q4	$940	Hold	8	–	–	﹤0.01%	460
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	462
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	456
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	473
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	522
2021 Q3	$1K	Sell	8 -1	-11%	-$117	﹤0.01%	508
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	506
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	495
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	480
2020 Q3	$1K	Buy	+9	New	+$879	﹤0.01%	447

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

TFC Financial Management's DTE Position: Q2 2026 in Review

TFC Financial Management held its DTE Energy (DTE) position steady in Q2 2026 at 39 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

TFC Financial Management first reported a position in DTE in Q3 2020 and has held it in 24 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

TFC Financial Management held 39 shares of DTE Energy worth $5.94K as of Q2 2026.
TFC Financial Management left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #466 holding.
TFC Financial Management first reported a position in DTE Energy in Q3 2020 and has held it in 24 quarters since.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.