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Benjamin Edwards Inc’s DTE Energy DTE Stock Holding History

Benjamin Edwards Inc’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 		– Sell
-2,010
Closed -$294K – 1443
2026
Q1 		$294K Sell
2,010
-329
-14% -$46.3K ﹤0.01% 1170
2025
Q4 		$302K Sell
2,339
-619
-21% -$84.1K ﹤0.01% 1112
2025
Q3 		$418K Buy
2,958
+55
+2% +$7.54K ﹤0.01% 980
2025
Q2 		$385K Buy
2,903
+204
+8% +$27.4K ﹤0.01% 929
2025
Q1 		$373K Buy
2,699
+498
+23% +$63.5K 0.01% 882
2024
Q4 		$266K Buy
2,201
+28
+1% +$3.45K ﹤0.01% 1005
2024
Q3 		$279K Buy
+2,173
New +$262K ﹤0.01% 970

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

Benjamin Edwards Inc's DTE Position: Q2 2026 in Review

Benjamin Edwards Inc sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 2,010 shares — an estimated $294K sold.

Benjamin Edwards Inc first reported a position in DTE in Q3 2024 and held it in 7 quarters. The position peaked at $418K in Q3 2025. 1,029 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Benjamin Edwards Inc reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 2,010 DTE Energy shares in Q2 2026, an estimated $294K.
  • Benjamin Edwards Inc first reported a position in DTE Energy in Q3 2024 and held it in 7 quarters.
  • Benjamin Edwards Inc's DTE Energy position peaked at $418K in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.