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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return