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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aptus Capital Advisors's DTE Position: Q1 2026 in Review

Aptus Capital Advisors reduced its DTE Energy (DTE) stake by 32% in Q1 2026, selling an estimated $102K and leaving 1,544 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Aptus Capital Advisors first reported a position in DTE in Q4 2023 and has held it in 10 quarters since. The position peaked at $412K in Q1 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Aptus Capital Advisors held 1,544 shares of DTE Energy worth $226K as of Q1 2026.
  • Aptus Capital Advisors sold 725 DTE Energy shares in Q1 2026, an estimated $102K.
  • DTE Energy made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #971 holding.
  • Aptus Capital Advisors first reported a position in DTE Energy in Q4 2023 and has held it in 10 quarters since.
  • Aptus Capital Advisors's DTE Energy position peaked at $412K in Q1 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.