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Antonelli Financial Advisors’s DTE Energy DTE Stock Holding History

Antonelli Financial 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 		$502K Sell
3,293
-53
-2% -$7.74K 0.34% 35
2026
Q1 		$489K Buy
+3,346
New +$470K 0.34% 34

Other funds holding DTE

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Antonelli Financial Advisors's DTE Position: Q2 2026 in Review

Antonelli Financial Advisors reduced its DTE Energy (DTE) stake by 1.6% in Q2 2026, selling an estimated $7.74K and leaving 3,293 shares worth $502K. The position accounts for 0.34% of the portfolio, ranked #35.

Antonelli Financial Advisors first reported a position in DTE in Q1 2026 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Antonelli Financial Advisors held 3,293 shares of DTE Energy worth $502K as of Q2 2026.
  • Antonelli Financial Advisors sold 53 DTE Energy shares in Q2 2026, an estimated $7.74K.
  • DTE Energy made up 0.34% of Antonelli Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • Antonelli Financial Advisors first reported a position in DTE Energy in Q1 2026 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.