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Basecamp Wealth Advisors’s DTE Energy DTE Stock Holding History

Basecamp Wealth 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 		$146K Buy
958
+76
+9% +$11.1K 0.03% 323
2026
Q1 		$129K Hold
882
– – 0.03% 342
2025
Q4 		$114K Buy
+882
New +$120K 0.02% 357

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

Basecamp Wealth Advisors's DTE Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its DTE Energy (DTE) stake by 8.6% in Q2 2026, buying an estimated $11.1K and bringing the position to 958 shares worth $146K. The position accounts for 0.03% of the portfolio, ranked #323.

Basecamp Wealth Advisors first reported a position in DTE in Q4 2025 and has held it in 3 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Basecamp Wealth Advisors held 958 shares of DTE Energy worth $146K as of Q2 2026.
  • Basecamp Wealth Advisors bought 76 DTE Energy shares in Q2 2026, an estimated $11.1K.
  • DTE Energy made up 0.03% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #323 holding.
  • Basecamp Wealth Advisors first reported a position in DTE Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.