Advyzon Investment Management’s DTE Energy DTE Stock Holding History

Advyzon Investment 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	–	Sell	-1,406	Closed	-$206K	–	772
2026 Q1	$206K	Buy	+1,406	New	+$198K	0.02%	652

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 $3.38T AUM 44.17% 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

Advyzon Investment Management's DTE Position: Q2 2026 in Review

Advyzon Investment Management sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 1,406 shares — an estimated $206K sold.

Advyzon Investment Management first reported a position in DTE in Q1 2026 and held it in 1 quarter. The position peaked at $206K in Q1 2026. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Advyzon Investment Management reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
Advyzon Investment Management sold 1,406 DTE Energy shares in Q2 2026, an estimated $206K.
Advyzon Investment Management first reported a position in DTE Energy in Q1 2026 and held it in 1 quarter.
Advyzon Investment Management's DTE Energy position peaked at $206K in Q1 2026.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.