TLFA
DTE icon

True Link Financial Advisors’s DTE Energy DTE Stock Holding History

True Link Financial Advisors’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 		$177K Sell
1,214
-595
-33% -$83.7K 0.01% 103
2025
Q4 		$233K Sell
1,809
-1,424
-44% -$193K 0.01% 101
2025
Q3 		$457K Hold
3,233
– – 0.03% 54
2025
Q2 		$428K Hold
3,233
– – 0.03% 55
2025
Q1 		$447K Buy
+3,233
New +$413K 0.03% 57

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

True Link Financial Advisors's DTE Position: Q1 2026 in Review

True Link Financial Advisors reduced its DTE Energy (DTE) stake by 33% in Q1 2026, selling an estimated $83.7K and leaving 1,214 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #103.

True Link Financial Advisors first reported a position in DTE in Q1 2025 and has held it in 5 quarters since. The position peaked at $457K in Q3 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • True Link Financial Advisors held 1,214 shares of DTE Energy worth $177K as of Q1 2026.
  • True Link Financial Advisors sold 595 DTE Energy shares in Q1 2026, an estimated $83.7K.
  • DTE Energy made up 0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #103 holding.
  • True Link Financial Advisors first reported a position in DTE Energy in Q1 2025 and has held it in 5 quarters since.
  • True Link Financial Advisors's DTE Energy position peaked at $457K in Q3 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.