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Aptus Capital Advisors’s DTE Energy DTE Stock Holding History

Aptus 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 		$236K Buy
1,552
+8
+0.5% +$1.17K ﹤0.01% 1046
2026
Q1 		$226K Sell
1,544
-725
-32% -$102K ﹤0.01% 971
2025
Q4 		$293K Sell
2,269
-631
-22% -$85.7K ﹤0.01% 895
2025
Q3 		$410K Sell
2,900
-178
-6% -$24.4K ﹤0.01% 751
2025
Q2 		$408K Buy
3,078
+99
+3% +$13.3K ﹤0.01% 729
2025
Q1 		$412K Buy
2,979
+56
+2% +$7.15K ﹤0.01% 696
2024
Q4 		$355K Buy
2,923
+266
+10% +$32.8K ﹤0.01% 730
2024
Q3 		$341K Buy
2,657
+25
+0.9% +$3.01K 0.01% 632
2024
Q2 		$292K Buy
2,632
+94
+4% +$10.5K 0.01% 631
2024
Q1 		$285K Buy
2,538
+119
+5% +$12.8K 0.01% 644
2023
Q4 		$267K Buy
+2,419
New +$248K 0.01% 486

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

Aptus Capital Advisors's DTE Position: Q2 2026 in Review

Aptus Capital Advisors increased its DTE Energy (DTE) stake by 0.52% in Q2 2026, buying an estimated $1.17K and bringing the position to 1,552 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Aptus Capital Advisors first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. The position peaked at $412K in Q1 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Aptus Capital Advisors held 1,552 shares of DTE Energy worth $236K as of Q2 2026.
  • Aptus Capital Advisors bought 8 DTE Energy shares in Q2 2026, an estimated $1.17K.
  • DTE Energy made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1046 holding.
  • Aptus Capital Advisors first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
  • Aptus Capital Advisors's DTE Energy position peaked at $412K in Q1 2025.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.