TWD
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True Wealth Design’s DTE Energy DTE Stock Holding History

True Wealth Design’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 		$12.3K Buy
84
+8
+11% +$1.13K ﹤0.01% 909
2025
Q4 		$9.8K Sell
76
-84
-53% -$11.4K ﹤0.01% 876
2025
Q3 		$22.6K Buy
160
+34
+27% +$4.66K 0.01% 561
2025
Q2 		$16.7K Buy
126
+7
+6% +$941 0.01% 432
2025
Q1 		$16.5K Buy
119
+27
+29% +$3.44K 0.01% 372
2024
Q4 		$11.1K Buy
92
+85
+1,214% +$10.5K ﹤0.01% 406
2024
Q3 		$899 Hold
7
– – ﹤0.01% 997
2024
Q2 		$778 Buy
7
+2
+40% +$224 ﹤0.01% 567
2024
Q1 		$561 Buy
5
+2
+67% +$216 ﹤0.01% 599
2023
Q4 		$331 Hold
3
– – ﹤0.01% 589
2023
Q3 		$298 Hold
3
– – ﹤0.01% 561
2023
Q2 		$331 Sell
3
-150
-98% -$16.7K ﹤0.01% 562
2023
Q1 		$16.8K Buy
153
+150
+5,000% +$16.8K 0.01% 211
2022
Q4 		$353 Buy
+3
New +$340 ﹤0.01% 547

Other funds holding DTE

BlackRock
BlackRock New York $5.7T 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 $431B 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 $653B AUM 32.41% 1-Year Est. Return