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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arkadios Wealth Advisors's DTE Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in DTE Energy (DTE) in Q1 2026: 1,739 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in DTE as recently as Q3 2021.

Arkadios Wealth Advisors first reported a position in DTE in Q4 2019 and has held it in 7 quarters since. The position peaked at $693K in Q2 2021. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Arkadios Wealth Advisors held 1,739 shares of DTE Energy worth $254K as of Q1 2026.
DTE Energy was a new Arkadios Wealth Advisors position in Q1 2026.
DTE Energy made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1444 holding.
Arkadios Wealth Advisors first reported a position in DTE Energy in Q4 2019 and has held it in 7 quarters since.
Arkadios Wealth Advisors's DTE Energy position peaked at $693K in Q2 2021.
981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.