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Atlanta Consulting Group Advisors’s DTE Energy DTE Stock Holding History

Atlanta Consulting Group 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 		$285K Buy
1,858
+5
+0.3% +$730 0.05% 163
2026
Q1 		$273K Buy
1,853
+20
+1% +$2.81K 0.06% 129
2025
Q4 		$239K Buy
1,833
+3
+0.2% +$407 0.05% 148
2025
Q3 		$261K Buy
1,830
+3
+0.2% +$411 0.06% 119
2025
Q2 		$244K Buy
1,827
+3
+0.2% +$403 0.07% 114
2025
Q1 		$254K Buy
1,824
+4
+0.2% +$510 0.07% 104
2024
Q4 		$222K Sell
1,820
-109
-6% -$13.4K 0.08% 118
2024
Q3 		$248K Buy
+1,929
New +$233K 0.06% 200

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

Atlanta Consulting Group Advisors's DTE Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its DTE Energy (DTE) stake by 0.27% in Q2 2026, buying an estimated $730 and bringing the position to 1,858 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #163.

Atlanta Consulting Group Advisors first reported a position in DTE in Q3 2024 and has held it in 8 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Atlanta Consulting Group Advisors held 1,858 shares of DTE Energy worth $285K as of Q2 2026.
  • Atlanta Consulting Group Advisors bought 5 DTE Energy shares in Q2 2026, an estimated $730.
  • DTE Energy made up 0.05% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #163 holding.
  • Atlanta Consulting Group Advisors first reported a position in DTE Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.