Annis Gardner Whiting Capital Advisors’s DTE Energy DTE Stock Holding History

Annis Gardner Whiting Capital 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	-674	Closed	-$98.6K	–	579
2026 Q1	$98.6K	Sell	674 -111	-14%	-$15.6K	0.02%	444
2025 Q4	$101K	Sell	785 -1	-0.1%	-$136	0.02%	402
2025 Q3	$111K	Buy	786 +593	+307%	+$81.2K	0.02%	370
2025 Q2	$25.8K	Hold	193	–	–	0.01%	523
2025 Q1	$26.9K	Buy	193 +3	+2%	+$383	0.01%	417
2024 Q4	$23.1K	Hold	190	–	–	0.01%	426
2024 Q3	$24.6K	Sell	190 -8	-4%	-$965	0.01%	440
2024 Q2	$22.2K	Buy	198 +8	+4%	+$894	0.01%	548
2024 Q1	$21.5K	Buy	190 +8	+4%	+$863	0.01%	536
2023 Q4	$20.3K	Buy	182 +3	+2%	+$307	0.01%	400
2023 Q3	$17.9K	Buy	+179	New	+$19.3K	0.01%	402

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

Annis Gardner Whiting Capital Advisors's DTE Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 674 shares — an estimated $98.6K sold.

Annis Gardner Whiting Capital Advisors first reported a position in DTE in Q3 2023 and held it in 11 quarters. The position peaked at $111K in Q3 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 674 DTE Energy shares in Q2 2026, an estimated $98.6K.
Annis Gardner Whiting Capital Advisors first reported a position in DTE Energy in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's DTE Energy position peaked at $111K in Q3 2025.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.