USA Financial Formulas’s DTE Energy DTE Stock Holding History

USA Financial Formulas’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	–	Sell	-6	Closed	-$877	–	448
2026 Q1	$877	Hold	6	–	–	﹤0.01%	341
2025 Q4	$774	Sell	6 -4,096	-100%	-$556K	﹤0.01%	329
2025 Q3	$580K	Sell	4,102 -2,786	-40%	-$382K	0.1%	81
2025 Q2	$912K	Buy	+6,888	New	+$926K	0.16%	59
2024 Q4	–	Sell	-604	Closed	-$77.6K	–	310
2024 Q3	$77.6K	Sell	604 -100	-14%	-$12.1K	0.01%	193
2024 Q2	$78.2K	Buy	+704	New	+$78.7K	0.01%	200
2022 Q3	$1.04M	Buy	9,077 +3,341	+58%	+$432K	1.65%	31
2022 Q2	$727K	Buy	+5,736	New	+$748K	0.91%	55
2017 Q3	–	Sell	-30,598	Closed	-$2.75M	–	270
2017 Q2	$2.75M	Buy	+30,598	New	+$2.77M	0.66%	69
2016 Q4	–	Sell	-32,800	Closed	-$2.62M	–	276
2016 Q3	$2.62M	Sell	32,800 -2,700	-8%	-$220K	0.67%	53
2016 Q2	$3M	Buy	+35,500	New	+$2.75M	0.82%	36
2015 Q3	–	Sell	-6,935	Closed	-$441K	–	122
2015 Q2	$441K	Buy	+6,935	New	+$464K	0.14%	140

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

USA Financial Formulas's DTE Position: Q2 2026 in Review

USA Financial Formulas sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 6 shares — an estimated $877 sold.

USA Financial Formulas first reported a position in DTE in Q2 2015 and held it in 12 quarters. The position peaked at $3M in Q2 2016. 1,029 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

USA Financial Formulas reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
USA Financial Formulas sold 6 DTE Energy shares in Q2 2026, an estimated $877.
USA Financial Formulas first reported a position in DTE Energy in Q2 2015 and held it in 12 quarters.
USA Financial Formulas's DTE Energy position peaked at $3M in Q2 2016.
1,029 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.