Westside Investment Management’s DTE Energy DTE Stock Holding History

Westside Investment Management’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	$5.71K	Hold	37	–	–	﹤0.01%	1226
2026 Q1	$5.55K	Hold	37	–	–	﹤0.01%	1236
2025 Q4	$4.89K	Buy	+37	New	+$5.03K	﹤0.01%	1234
2023 Q4	–	Sell	-44	Closed	-$4.37K	–	874
2023 Q3	$4.37K	Hold	44	–	–	﹤0.01%	705
2023 Q2	$4.84K	Hold	44	–	–	﹤0.01%	698
2023 Q1	$4.82K	Hold	44	–	–	﹤0.01%	699
2022 Q4	$5	Hold	44	–	–	﹤0.01%	693
2022 Q3	$5	Hold	44	–	–	﹤0.01%	682
2022 Q2	$5	Buy	+44	New	+$5.74K	﹤0.01%	677
2018 Q1	–	Sell	-88	Closed	-$8.02K	–	822
2017 Q4	$8.02K	Buy	+88	New	+$8.36K	﹤0.01%	612

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

Westside Investment Management's DTE Position: Q2 2026 in Review

Westside Investment Management held its DTE Energy (DTE) position steady in Q2 2026 at 37 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Westside Investment Management first reported a position in DTE in Q4 2017 and has held it in 10 quarters since. The position peaked at $8.02K in Q4 2017. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Westside Investment Management held 37 shares of DTE Energy worth $5.71K as of Q2 2026.
Westside Investment Management left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1226 holding.
Westside Investment Management first reported a position in DTE Energy in Q4 2017 and has held it in 10 quarters since.
Westside Investment Management's DTE Energy position peaked at $8.02K in Q4 2017.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.