Planning Strategies Inc.’s DTE Energy DTE Stock Holding History

Planning Strategies Inc.’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	$65.4K	Buy	+429	New	+$62.7K	0.04%	138

Other funds holding DTE

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

AFCM

Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Planning Strategies Inc.'s DTE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in DTE Energy (DTE) in Q2 2026: 429 shares worth $65.4K. The stake represents 0.04% of the portfolio and ranks #138 among its holdings.

326 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Planning Strategies Inc. held 429 shares of DTE Energy worth $65.4K as of Q2 2026.
DTE Energy was a new Planning Strategies Inc. position in Q2 2026.
DTE Energy made up 0.04% of Planning Strategies Inc.'s portfolio in Q2 2026, its #138 holding.
326 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.