Atlas Capital Advisors’s DTE Energy DTE Stock Holding History

Atlas 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	$65.4K	Buy	429 +424	+8,480%	+$61.9K	0.01%	667
2026 Q1	$731	Hold	5	–	–	﹤0.01%	944
2025 Q4	$644	Buy	+5	New	+$679	﹤0.01%	921
2025 Q2	$662	Hold	5	–	–	﹤0.01%	895
2025 Q1	$691	Hold	5	–	–	﹤0.01%	937
2024 Q4	$603	Hold	5	–	–	﹤0.01%	899
2024 Q3	$642	Hold	5	–	–	﹤0.01%	867
2024 Q2	$555	Hold	5	–	–	﹤0.01%	866
2024 Q1	$560	Hold	5	–	–	﹤0.01%	850
2023 Q4	$551	Sell	5 -52	-91%	-$5.33K	﹤0.01%	862
2023 Q3	$5.66K	Hold	57	–	–	﹤0.01%	759
2023 Q2	$6.27K	Sell	57 -44	-44%	-$4.9K	﹤0.01%	772
2023 Q1	$11.1K	Sell	101 -39	-28%	-$4.37K	﹤0.01%	734
2022 Q4	$16.5K	Hold	140	–	–	﹤0.01%	680
2022 Q3	$16.1K	Hold	140	–	–	﹤0.01%	672
2022 Q2	$17.7K	Hold	140	–	–	﹤0.01%	698
2022 Q1	$18.5K	Hold	140	–	–	﹤0.01%	646
2021 Q4	$16.7K	Hold	140	–	–	﹤0.01%	658
2021 Q3	$15.6K	Sell	140 -127	-48%	-$14.9K	﹤0.01%	665
2021 Q2	$29.4K	Buy	267 +206	+338%	+$24.1K	﹤0.01%	601
2021 Q1	$6.92K	Hold	61	–	–	﹤0.01%	722
2020 Q4	$6.31K	Buy	+61	New	+$6.43K	﹤0.01%	617
2020 Q1	–	Sell	-69	Closed	-$7.66K	–	675
2019 Q4	$7.66K	Sell	69 -186	-73%	-$20.1K	﹤0.01%	597
2019 Q3	$28.9K	Sell	255 -53	-17%	-$5.86K	0.01%	501
2019 Q2	$33.5K	Hold	308	–	–	0.01%	508
2019 Q1	$32.7K	Buy	+308	New	+$31.1K	0.01%	446

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

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

Atlas Capital Advisors increased its DTE Energy (DTE) stake by 8,480% in Q2 2026, buying an estimated $61.9K and bringing the position to 429 shares worth $65.4K. The position accounts for 0.01% of the portfolio, ranked #667.

Atlas Capital Advisors first reported a position in DTE in Q1 2019 and has held it in 26 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Atlas Capital Advisors held 429 shares of DTE Energy worth $65.4K as of Q2 2026.
Atlas Capital Advisors bought 424 DTE Energy shares in Q2 2026, an estimated $61.9K.
DTE Energy made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #667 holding.
Atlas Capital Advisors first reported a position in DTE Energy in Q1 2019 and has held it in 26 quarters since.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

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