Arkadios Wealth Advisors’s DTE Energy DTE Stock Holding History

Arkadios Wealth 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	$336K	Buy	2,204 +465	+27%	+$67.9K	0.01%	1340
2026 Q1	$254K	Buy	+1,739	New	+$245K	﹤0.01%	1444
2021 Q4	–	Sell	-616	Closed	-$68K	–	877
2021 Q3	$68K	Sell	616 -5,670	-90%	-$665K	0.01%	786
2021 Q2	$693K	Buy	6,286 +3,693	+142%	+$432K	0.08%	265
2021 Q1	$293K	Buy	2,593 +2,225	+605%	+$234K	0.05%	346
2020 Q4	$38K	Buy	+368	New	+$38.8K	0.01%	606
2020 Q2	–	Sell	-133	Closed	-$10.7K	–	992
2020 Q1	$10.7K	Hold	133	–	–	0.01%	619
2019 Q4	$15.1K	Buy	+133	New	+$14.3K	0.01%	513

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 $3.37T AUM 44.26% 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

Arkadios Wealth Advisors's DTE Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its DTE Energy (DTE) stake by 27% in Q2 2026, buying an estimated $67.9K and bringing the position to 2,204 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #1340.

Arkadios Wealth Advisors first reported a position in DTE in Q4 2019 and has held it in 8 quarters since. The position peaked at $693K in Q2 2021. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Arkadios Wealth Advisors held 2,204 shares of DTE Energy worth $336K as of Q2 2026.
Arkadios Wealth Advisors bought 465 DTE Energy shares in Q2 2026, an estimated $67.9K.
DTE Energy made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1340 holding.
Arkadios Wealth Advisors first reported a position in DTE Energy in Q4 2019 and has held it in 8 quarters since.
Arkadios Wealth Advisors's DTE Energy position peaked at $693K in Q2 2021.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.