Avantax Advisory Services’s DTE Energy DTE Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.92M	Sell	14,502 -203	-1%	-$27.3K	0.01%	820
2025 Q1	$2.03M	Buy	14,705 +801	+6%	+$102K	0.01%	733
2024 Q4	$1.68M	Buy	13,904 +2,211	+19%	+$273K	0.01%	801
2024 Q3	$1.5M	Buy	11,693 +694	+6%	+$83.7K	0.01%	820
2024 Q2	$1.22M	Buy	10,999 +8,683	+375%	+$971K	0.01%	883
2024 Q1	$260K	Sell	2,316 -2,194	-49%	-$237K	﹤0.01%	1384
2023 Q4	$497K	Sell	4,510 -974	-18%	-$99.8K	﹤0.01%	987
2023 Q3	$544K	Buy	5,484 +666	+14%	+$71.7K	0.01%	908
2023 Q2	$530K	Buy	4,818 +449	+10%	+$50K	0.01%	924
2023 Q1	$479K	Buy	4,369 +29	+0.7%	+$3.25K	0.01%	934
2022 Q4	$510K	Buy	4,340 +117	+3%	+$13.3K	0.01%	855
2022 Q3	$486K	Buy	4,223 +982	+30%	+$127K	0.01%	785
2022 Q2	$411K	Sell	3,241 -88	-3%	-$11.5K	0.01%	863
2022 Q1	$441K	Sell	3,329 -10	-0.3%	-$1.22K	0.01%	841
2021 Q4	$399K	Buy	3,339 +98	+3%	+$11.2K	0.01%	846
2021 Q3	$362K	Sell	3,241 -638	-16%	-$74.8K	0.01%	839
2021 Q2	$428K	Sell	3,879 -15	-0.4%	-$1.75K	0.01%	760
2021 Q1	$442K	Sell	3,894 -275	-7%	-$28.9K	0.01%	661
2020 Q4	$431K	Sell	4,169 -9,669	-70%	-$1.02M	0.01%	598
2020 Q3	$1.36M	Buy	13,838 +10,704	+342%	+$1.05M	0.02%	444
2020 Q2	$286K	Sell	3,134 -599	-16%	-$53K	0.01%	658
2020 Q1	$302K	Sell	3,733 -862	-19%	-$87.5K	0.01%	574
2019 Q4	$507K	Buy	+4,595	New	+$496K	0.01%	474

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Avantax Advisory Services's DTE Position: Q2 2025 in Review

Avantax Advisory Services reduced its DTE Energy (DTE) stake by 1.4% in Q2 2025, selling an estimated $27.3K and leaving 14,502 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #820.

Avantax Advisory Services first reported a position in DTE in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.03M in Q1 2025. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

Avantax Advisory Services held 14,502 shares of DTE Energy worth $1.92M as of Q2 2025.
Avantax Advisory Services sold 203 DTE Energy shares in Q2 2025, an estimated $27.3K.
DTE Energy made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #820 holding.
Avantax Advisory Services first reported a position in DTE Energy in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's DTE Energy position peaked at $2.03M in Q1 2025.
930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.