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Avantra Family Wealth’s DTE Energy DTE Stock Holding History

Avantra Family Wealth’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 		$681K Buy
4,470
+561
+14% +$82K 0.43% 72
2026
Q1 		$572K Buy
+3,909
New +$550K 0.43% 76

Other funds holding DTE

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Avantra Family Wealth's DTE Position: Q2 2026 in Review

Avantra Family Wealth increased its DTE Energy (DTE) stake by 14% in Q2 2026, buying an estimated $82K and bringing the position to 4,470 shares worth $681K. The position accounts for 0.43% of the portfolio, ranked #72.

Avantra Family Wealth first reported a position in DTE in Q1 2026 and has held it in 2 quarters since. 401 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Avantra Family Wealth held 4,470 shares of DTE Energy worth $681K as of Q2 2026.
  • Avantra Family Wealth bought 561 DTE Energy shares in Q2 2026, an estimated $82K.
  • DTE Energy made up 0.43% of Avantra Family Wealth's portfolio in Q2 2026, its #72 holding.
  • Avantra Family Wealth first reported a position in DTE Energy in Q1 2026 and has held it in 2 quarters since.
  • 401 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.