XML Financial’s DTE Energy DTE Stock Holding History

XML Financial’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	$305K	Hold	2,000	–	–	0.02%	367
2026 Q1	$292K	Hold	2,000	–	–	0.02%	344
2025 Q4	$258K	Hold	2,000	–	–	0.02%	365
2025 Q3	$283K	Hold	2,000	–	–	0.02%	325
2025 Q2	$265K	Hold	2,000	–	–	0.02%	319
2025 Q1	$277K	Hold	2,000	–	–	0.03%	296
2024 Q4	$242K	Hold	2,000	–	–	0.02%	314
2024 Q3	$257K	Hold	2,000	–	–	0.02%	303
2024 Q2	$222K	Hold	2,000	–	–	0.02%	310
2024 Q1	$224K	Hold	2,000	–	–	0.02%	309
2023 Q4	$221K	Buy	+2,000	New	+$205K	0.02%	308
2023 Q3	–	Sell	-2,000	Closed	-$220K	–	322
2023 Q2	$220K	Hold	2,000	–	–	0.03%	311
2023 Q1	$219K	Sell	2,000 -4	-0.2%	-$448	0.03%	303
2022 Q4	$236K	Buy	2,004 +4	+0.2%	+$453	0.03%	291
2022 Q3	$230K	Buy	+2,000	New	+$258K	0.03%	278
2022 Q2	–	Sell	-2,000	Closed	-$264K	–	262
2022 Q1	$264K	Hold	2,000	–	–	0.03%	276
2021 Q4	$239K	Hold	2,000	–	–	0.03%	285
2021 Q3	$223K	Buy	+2,000	New	+$235K	0.03%	280

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

XML Financial's DTE Position: Q2 2026 in Review

XML Financial held its DTE Energy (DTE) position steady in Q2 2026 at 2,000 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #367.

XML Financial first reported a position in DTE in Q3 2021 and has held it in 18 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

XML Financial held 2,000 shares of DTE Energy worth $305K as of Q2 2026.
XML Financial left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.02% of XML Financial's portfolio in Q2 2026, its #367 holding.
XML Financial first reported a position in DTE Energy in Q3 2021 and has held it in 18 quarters since.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.