Winnow Wealth’s DTE Energy DTE Stock Holding History

Winnow Wealth’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	-6	Closed	-$774	–	250
2025 Q4	$774	Hold	6	–	–	﹤0.01%	456
2025 Q3	$852	Buy	+6	New	+$822	﹤0.01%	433
2025 Q2	–	Sell	-6	Closed	-$740	–	314
2025 Q1	$740	Buy	6 +2	+50%	+$255	﹤0.01%	430
2024 Q4	$420	Buy	+4	New	+$493	﹤0.01%	462

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Winnow Wealth's DTE Position: Q1 2026 in Review

Winnow Wealth sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 6 shares — an estimated $774 sold.

Winnow Wealth first reported a position in DTE in Q4 2024 and held it in 4 quarters. The position peaked at $852 in Q3 2025. 989 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Winnow Wealth reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 6 DTE Energy shares in Q1 2026, an estimated $774.
Winnow Wealth first reported a position in DTE Energy in Q4 2024 and held it in 4 quarters.
Winnow Wealth's DTE Energy position peaked at $852 in Q3 2025.
989 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.