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 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 $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return