BWFA
DTE icon

Baltimore-Washington Financial Advisors’s DTE Energy DTE Stock Holding History

Baltimore-Washington Financial 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 		$335K Hold
2,200
– – 0.01% 159
2026
Q1 		$322K Hold
2,200
– – 0.01% 148
2025
Q4 		$284K Buy
+2,200
New +$299K 0.01% 156

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

Baltimore-Washington Financial Advisors's DTE Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors held its DTE Energy (DTE) position steady in Q2 2026 at 2,200 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #159.

Baltimore-Washington Financial Advisors first reported a position in DTE in Q4 2025 and has held it in 3 quarters since. 1,033 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 2,200 shares of DTE Energy worth $335K as of Q2 2026.
  • Baltimore-Washington Financial Advisors left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #159 holding.
  • Baltimore-Washington Financial Advisors first reported a position in DTE Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,033 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.