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Twin Peaks Wealth Advisors’s DTE Energy DTE Stock Holding History

Twin Peaks Wealth 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 		$18.3K Buy
+125
New +$17.6K ﹤0.01% 756
2025
Q3 		– Sell
-84
Closed -$11.8K – 683
2025
Q2 		$11.8K Buy
+84
New +$11.3K ﹤0.01% 855

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

Twin Peaks Wealth Advisors's DTE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in DTE Energy (DTE) in Q1 2026: 125 shares worth $18.3K. The stake represents ﹤0.01% of the portfolio and ranks #756 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DTE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DTE in Q2 2025 and has held it in 2 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 125 shares of DTE Energy worth $18.3K as of Q1 2026.
  • DTE Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • DTE Energy made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #756 holding.
  • Twin Peaks Wealth Advisors first reported a position in DTE Energy in Q2 2025 and has held it in 2 quarters since.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.