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WNY Asset Management’s DTE Energy DTE Stock Holding History

WNY Asset 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 		$2.15M Buy
14,124
+5
+0% +$730 0.19% 65
2026
Q1 		$2.06M Buy
+14,119
New +$1.99M 0.21% 68
2025
Q3 		$2M Hold
14,119
– – 0.19% 59
2025
Q2 		$1.87M Buy
14,119
+9,761
+224% +$1.31M 0.21% 58
2025
Q1 		$603K Hold
4,358
– – 0.07% 124
2024
Q4 		$526K Hold
4,358
– – 0.07% 127
2024
Q3 		$560K Hold
4,358
– – 0.07% 138
2024
Q2 		$484K Buy
+4,358
New +$487K 0.06% 150

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WNY Asset Management's DTE Position: Q2 2026 in Review

WNY Asset Management increased its DTE Energy (DTE) stake by 0.04% in Q2 2026, buying an estimated $730 and bringing the position to 14,124 shares worth $2.15M. The position accounts for 0.19% of the portfolio, ranked #65.

WNY Asset Management first reported a position in DTE in Q2 2024 and has held it in 8 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • WNY Asset Management held 14,124 shares of DTE Energy worth $2.15M as of Q2 2026.
  • WNY Asset Management bought 5 DTE Energy shares in Q2 2026, an estimated $730.
  • DTE Energy made up 0.19% of WNY Asset Management's portfolio in Q2 2026, its #65 holding.
  • WNY Asset Management first reported a position in DTE Energy in Q2 2024 and has held it in 8 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.