Addison Advisors’s DTE Energy DTE Stock Holding History

Addison Advisors’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	–	Sell	-12	Closed	-$1.75K	–	780
2026 Q1	$1.75K	Buy	+12	New	+$1.69K	﹤0.01%	837
2023 Q1	–	Sell	-4	Closed	-$470	–	671
2022 Q4	$470	Hold	4	–	–	﹤0.01%	695
2022 Q3	$0	Hold	4	–	–	﹤0.01%	697
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	592
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	624
2021 Q4	$0	Buy	+4	New	+$457	﹤0.01%	678

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

Addison Advisors's DTE Position: Q2 2026 in Review

Addison Advisors sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 12 shares — an estimated $1.75K sold.

Addison Advisors first reported a position in DTE in Q4 2021 and held it in 6 quarters. The position peaked at $1.75K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Addison Advisors reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 12 DTE Energy shares in Q2 2026, an estimated $1.75K.
Addison Advisors first reported a position in DTE Energy in Q4 2021 and held it in 6 quarters.
Addison Advisors's DTE Energy position peaked at $1.75K in Q1 2026.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.