VWA
DTE icon

Valued Wealth Advisors’s DTE Energy DTE Stock Holding History

Valued 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 		$2.36K Hold
16
– – ﹤0.01% 537
2025
Q4 		$2.08K Hold
16
– – ﹤0.01% 395
2025
Q3 		$2.28K Hold
16
– – ﹤0.01% 377
2025
Q2 		$2.14K Hold
16
– – ﹤0.01% 379
2025
Q1 		$2.23K Hold
16
– – ﹤0.01% 403
2024
Q4 		$1.95K Hold
16
– – ﹤0.01% 408
2024
Q3 		$2.06K Buy
16
+7
+78% +$844 ﹤0.01% 366
2024
Q2 		$1.01K Hold
9
– – ﹤0.01% 439
2024
Q1 		$1.02K Hold
9
– – ﹤0.01% 436
2023
Q4 		$903 Buy
+9
New +$922 ﹤0.01% 387

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