Bell Investment Advisors’s DTE Energy DTE Stock Holding History

Bell Investment 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	$5.79K	Buy	38 +11	+41%	+$1.61K	﹤0.01%	920
2026 Q1	$3.95K	Hold	27	–	–	﹤0.01%	1071
2025 Q4	$3.48K	Sell	27 -4	-13%	-$543	﹤0.01%	1134
2025 Q3	$4.38K	Sell	31 -5	-14%	-$685	﹤0.01%	993
2025 Q2	$4.77K	Buy	36 +9	+33%	+$1.21K	﹤0.01%	998
2025 Q1	$3.73K	Hold	27	–	–	﹤0.01%	1050
2024 Q4	$3.26K	Hold	27	–	–	﹤0.01%	1132
2024 Q3	$3.47K	Sell	27 -10	-27%	-$1.21K	﹤0.01%	1108
2024 Q2	$4.11K	Hold	37	–	–	﹤0.01%	1024
2024 Q1	$4.15K	Hold	37	–	–	﹤0.01%	1024
2023 Q4	$4.08K	Buy	37 +6	+19%	+$615	﹤0.01%	981
2023 Q3	$3.08K	Sell	31 -34	-52%	-$3.66K	﹤0.01%	1068
2023 Q2	$7.15K	Sell	65 -4	-6%	-$446	﹤0.01%	638
2023 Q1	$7.56K	Buy	69 +35	+103%	+$3.92K	﹤0.01%	588
2022 Q4	$4K	Sell	34 -1	-3%	-$113	﹤0.01%	925
2022 Q3	$4K	Hold	35	–	–	﹤0.01%	768
2022 Q2	$4K	Buy	+35	New	+$4.57K	﹤0.01%	789
2021 Q4	$4K	Buy	31 +6	+24%	+$686	﹤0.01%	849
2021 Q3	$3K	Buy	+25	New	+$2.93K	﹤0.01%	904

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

Bell Investment Advisors's DTE Position: Q2 2026 in Review

Bell Investment Advisors increased its DTE Energy (DTE) stake by 41% in Q2 2026, buying an estimated $1.61K and bringing the position to 38 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Bell Investment Advisors first reported a position in DTE in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.56K in Q1 2023. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Bell Investment Advisors held 38 shares of DTE Energy worth $5.79K as of Q2 2026.
Bell Investment Advisors bought 11 DTE Energy shares in Q2 2026, an estimated $1.61K.
DTE Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #920 holding.
Bell Investment Advisors first reported a position in DTE Energy in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's DTE Energy position peaked at $7.56K in Q1 2023.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.