TWM
DTE icon

Triton Wealth Management’s DTE Energy DTE Stock Holding History

Triton Wealth 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
Q1 		$271K Hold
1,846
– – 0.1% 95
2025
Q4 		$251K Sell
1,846
-26
-1% -$3.53K 0.09% 100
2025
Q3 		$254K Buy
1,872
+14
+0.8% +$1.92K 0.1% 96
2025
Q2 		$258K Buy
+1,858
New +$250K 0.11% 92
2024
Q4 		$227K Buy
1,859
+14
+0.8% +$1.73K 0.12% 85
2024
Q3 		$237K Hold
1,845
– – 0.13% 77
2024
Q2 		$214K Buy
1,845
+16
+0.9% +$1.79K 0.12% 79
2024
Q1 		$203K Buy
+1,829
New +$197K 0.14% 70
2023
Q3 		– Sell
-1,989
Closed -$225K – 74
2023
Q2 		$225K Buy
1,989
+14
+0.7% +$1.56K 0.13% 73
2023
Q1 		$219K Buy
1,975
+28
+1% +$3.14K 0.13% 69
2022
Q4 		$225K Buy
1,947
+13
+0.7% +$1.47K 0.14% 70
2022
Q3 		$227K Hold
1,934
– – 0.13% 66
2022
Q2 		$252K Buy
1,934
+22
+1% +$2.87K 0.18% 64
2022
Q1 		$231K Hold
1,912
– – 0.12% 83
2021
Q4 		$231K Buy
1,912
+23
+1% +$2.63K 0.12% 83
2021
Q3 		$216K Sell
1,889
-379
-17% -$44.5K 0.1% 96
2021
Q2 		$233K Buy
2,268
+384
+20% +$44.9K 0.13% 99
2021
Q1 		$216K Buy
+1,884
New +$198K 0.15% 98

Other funds holding DTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Triton Wealth Management's DTE Position: Q1 2026 in Review

Triton Wealth Management held its DTE Energy (DTE) position steady in Q1 2026 at 1,846 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #95.

Triton Wealth Management first reported a position in DTE in Q1 2021 and has held it in 18 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Triton Wealth Management held 1,846 shares of DTE Energy worth $271K as of Q1 2026.
  • Triton Wealth Management left its DTE Energy share count unchanged in Q1 2026.
  • DTE Energy made up 0.1% of Triton Wealth Management's portfolio in Q1 2026, its #95 holding.
  • Triton Wealth Management first reported a position in DTE Energy in Q1 2021 and has held it in 18 quarters since.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Triton Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.