Advance Capital Management’s DTE Energy DTE Stock Holding History

Advance Capital Management’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	$704K	Sell	4,813 -1,393	-22%	-$196K	0.03%	87
2025 Q4	$800K	Buy	6,206 +1,253	+25%	+$170K	0.03%	77
2025 Q3	$701K	Buy	4,953 +344	+7%	+$47.1K	0.03%	86
2025 Q2	$611K	Sell	4,609 -40	-0.9%	-$5.38K	0.03%	96
2025 Q1	$643K	Buy	4,649 +168	+4%	+$21.4K	0.03%	86
2024 Q4	$541K	Buy	4,481 +929	+26%	+$115K	0.02%	90
2024 Q3	$456K	Sell	3,552 -32	-0.9%	-$3.86K	0.02%	93
2024 Q2	$398K	Buy	3,584 +60	+2%	+$6.71K	0.02%	99
2024 Q1	$395K	Sell	3,524 -1,191	-25%	-$129K	0.03%	98
2023 Q4	$520K	Buy	4,715 +6	+0.1%	+$615	0.04%	66
2023 Q3	$468K	Sell	4,709 -765	-14%	-$82.3K	0.04%	70
2023 Q2	$602K	Hold	5,474	–	–	0.07%	52
2023 Q1	$600K	Hold	5,474	–	–	0.11%	47
2022 Q4	$643K	Hold	5,474	–	–	0.09%	43
2022 Q3	$630K	Hold	5,474	–	–	0.08%	36
2022 Q2	$694K	Sell	5,474 -78	-1%	-$10.2K	0.08%	30
2022 Q1	$734K	Hold	5,552	–	–	0.09%	31
2021 Q4	$664K	Buy	+5,552	New	+$635K	0.14%	32

Other funds holding DTE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advance Capital Management's DTE Position: Q1 2026 in Review

Advance Capital Management reduced its DTE Energy (DTE) stake by 22% in Q1 2026, selling an estimated $196K and leaving 4,813 shares worth $704K. The position accounts for 0.03% of the portfolio, ranked #87.

Advance Capital Management first reported a position in DTE in Q4 2021 and has held it in 18 quarters since. The position peaked at $800K in Q4 2025. 982 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Advance Capital Management held 4,813 shares of DTE Energy worth $704K as of Q1 2026.
Advance Capital Management sold 1,393 DTE Energy shares in Q1 2026, an estimated $196K.
DTE Energy made up 0.03% of Advance Capital Management's portfolio in Q1 2026, its #87 holding.
Advance Capital Management first reported a position in DTE Energy in Q4 2021 and has held it in 18 quarters since.
Advance Capital Management's DTE Energy position peaked at $800K in Q4 2025.
982 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.