Aventura Private Wealth’s DTE Energy DTE Stock Holding History

Aventura Private 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	$3.2K	Hold	21	–	–	﹤0.01%	755
2026 Q1	$3.07K	Sell	21 -100	-83%	-$14.1K	﹤0.01%	709
2025 Q4	$15.6K	Hold	121	–	–	0.01%	454
2025 Q3	$17.1K	Buy	121 +100	+476%	+$13.7K	0.01%	424
2025 Q2	$2.78K	Hold	21	–	–	﹤0.01%	596
2025 Q1	$2.9K	Hold	21	–	–	﹤0.01%	572
2024 Q4	$2.54K	Buy	+21	New	+$2.59K	﹤0.01%	562

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 $3.38T AUM 44.17% 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

Aventura Private Wealth's DTE Position: Q2 2026 in Review

Aventura Private Wealth held its DTE Energy (DTE) position steady in Q2 2026 at 21 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Aventura Private Wealth first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.1K in Q3 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Aventura Private Wealth held 21 shares of DTE Energy worth $3.2K as of Q2 2026.
Aventura Private Wealth left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #755 holding.
Aventura Private Wealth first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's DTE Energy position peaked at $17.1K in Q3 2025.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.