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Apella Capital’s DTE Energy DTE Stock Holding History

Apella Capital’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 		$796K Buy
5,173
+34
+0.7% +$4.97K 0.01% 404
2026
Q1 		$755K Buy
5,139
+2,337
+83% +$329K 0.01% 401
2025
Q4 		$361K Sell
2,802
-20
-0.7% -$2.72K 0.01% 409
2025
Q3 		$399K Buy
2,822
+378
+15% +$51.8K 0.01% 360
2025
Q2 		$321K Buy
2,444
+41
+2% +$5.51K 0.01% 342
2025
Q1 		$314K Buy
+2,403
New +$307K 0.01% 297

Other funds holding DTE

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Apella Capital's DTE Position: Q2 2026 in Review

Apella Capital increased its DTE Energy (DTE) stake by 0.66% in Q2 2026, buying an estimated $4.97K and bringing the position to 5,173 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #404.

Apella Capital first reported a position in DTE in Q1 2025 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Apella Capital held 5,173 shares of DTE Energy worth $796K as of Q2 2026.
  • Apella Capital bought 34 DTE Energy shares in Q2 2026, an estimated $4.97K.
  • DTE Energy made up 0.01% of Apella Capital's portfolio in Q2 2026, its #404 holding.
  • Apella Capital first reported a position in DTE Energy in Q1 2025 and has held it in 6 quarters since.
  • 145 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.