ZF
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Zhang Financial’s DTE Energy DTE Stock Holding History

Zhang 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 		$364K Buy
2,392
+111
+5% +$16.2K 0.01% 304
2026
Q1 		$334K Buy
2,281
+10
+0.4% +$1.41K 0.01% 292
2025
Q4 		$293K Buy
2,271
+10
+0.4% +$1.36K 0.01% 280
2025
Q3 		$320K Buy
+2,261
New +$310K 0.01% 259

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 $3.37T AUM 44.26% 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

Zhang Financial's DTE Position: Q2 2026 in Review

Zhang Financial increased its DTE Energy (DTE) stake by 4.9% in Q2 2026, buying an estimated $16.2K and bringing the position to 2,392 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #304.

Zhang Financial first reported a position in DTE in Q3 2025 and has held it in 4 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Zhang Financial held 2,392 shares of DTE Energy worth $364K as of Q2 2026.
  • Zhang Financial bought 111 DTE Energy shares in Q2 2026, an estimated $16.2K.
  • DTE Energy made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #304 holding.
  • Zhang Financial first reported a position in DTE Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.