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WFA of San Diego’s DTE Energy DTE Stock Holding History

WFA of San Diego’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 		– Sell
-603
Closed -$77.8K – 409
2025
Q4 		$77.8K Hold
603
– – 0.06% 156
2025
Q3 		$85.3K Hold
603
– – 0.06% 155
2025
Q2 		$79.9K Buy
+603
New +$81.1K 0.06% 161
2023
Q1 		– Sell
-603
Closed -$70.9K – 151
2022
Q4 		$70.9K Buy
+603
New +$68.4K 0.05% 161

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WFA of San Diego's DTE Position: Q1 2026 in Review

WFA of San Diego sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 603 shares — an estimated $77.8K sold.

WFA of San Diego first reported a position in DTE in Q4 2022 and held it in 4 quarters. The position peaked at $85.3K in Q3 2025. 988 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • WFA of San Diego reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
  • WFA of San Diego sold 603 DTE Energy shares in Q1 2026, an estimated $77.8K.
  • WFA of San Diego first reported a position in DTE Energy in Q4 2022 and held it in 4 quarters.
  • WFA of San Diego's DTE Energy position peaked at $85.3K in Q3 2025.
  • 988 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.