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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
Q2 		$733K Sell
4,809
-4
-0.1% -$584 0.02% 99
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
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

Advance Capital Management's DTE Position: Q2 2026 in Review

Advance Capital Management reduced its DTE Energy (DTE) stake by 0.08% in Q2 2026, selling an estimated $584 and leaving 4,809 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #99.

Advance Capital Management first reported a position in DTE in Q4 2021 and has held it in 19 quarters since. The position peaked at $800K in Q4 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Advance Capital Management held 4,809 shares of DTE Energy worth $733K as of Q2 2026.
  • Advance Capital Management sold 4 DTE Energy shares in Q2 2026, an estimated $584.
  • DTE Energy made up 0.02% of Advance Capital Management's portfolio in Q2 2026, its #99 holding.
  • Advance Capital Management first reported a position in DTE Energy in Q4 2021 and has held it in 19 quarters since.
  • Advance Capital Management's DTE Energy position peaked at $800K in Q4 2025.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.