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Calton & Associates’s DTE Energy DTE Stock Holding History

Calton & Associates’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 		$217K Sell
1,425
-483
-25% -$70.6K 0.03% 390
2026
Q1 		$279K Sell
1,908
-298
-14% -$41.9K 0.04% 336
2025
Q4 		$284K Buy
2,206
+123
+6% +$16.7K 0.04% 344
2025
Q3 		$295K Buy
2,083
+309
+17% +$42.3K 0.04% 326
2025
Q2 		$235K Sell
1,774
-352
-17% -$47.3K 0.04% 334
2025
Q1 		$294K Buy
+2,126
New +$271K 0.07% 243
2024
Q4 		– Sell
-1,675
Closed -$215K – 216
2024
Q3 		$215K Buy
+1,675
New +$202K 0.08% 210
2023
Q3 		– Sell
-2,067
Closed -$227K – 143
2023
Q2 		$227K Sell
2,067
-52
-2% -$5.79K 0.11% 180
2023
Q1 		$232K Sell
2,119
-33
-2% -$3.7K 0.11% 190
2022
Q4 		$253K Sell
2,152
-105
-5% -$11.9K 0.1% 226
2022
Q3 		$259K Buy
2,257
+23
+1% +$2.97K 0.15% 161
2022
Q2 		$283K Buy
2,234
+2
+0.1% +$261 0.16% 161
2022
Q1 		$295K Buy
2,232
+2
+0.1% +$244 0.09% 250
2021
Q4 		$266K Sell
2,230
-133
-6% -$15.2K 0.07% 290
2021
Q3 		$263K Sell
2,363
-429
-15% -$50.3K 0.06% 313
2021
Q2 		$307K Sell
2,792
-28
-1% -$3.27K 0.06% 294
2021
Q1 		$320K Sell
2,820
-6
-0.2% -$630 0.06% 268
2020
Q4 		$292K Buy
2,826
+156
+6% +$16.4K 0.05% 273
2020
Q3 		$261K Buy
+2,670
New +$261K 0.05% 259
2018
Q1 		– Sell
-102
Closed -$9K – 568
2017
Q4 		$9K Buy
+102
New +$9.69K ﹤0.01% 1087

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

Calton & Associates's DTE Position: Q2 2026 in Review

Calton & Associates reduced its DTE Energy (DTE) stake by 25% in Q2 2026, selling an estimated $70.6K and leaving 1,425 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #390.

Calton & Associates first reported a position in DTE in Q4 2017 and has held it in 20 quarters since. The position peaked at $320K in Q1 2021. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Calton & Associates held 1,425 shares of DTE Energy worth $217K as of Q2 2026.
  • Calton & Associates sold 483 DTE Energy shares in Q2 2026, an estimated $70.6K.
  • DTE Energy made up 0.03% of Calton & Associates's portfolio in Q2 2026, its #390 holding.
  • Calton & Associates first reported a position in DTE Energy in Q4 2017 and has held it in 20 quarters since.
  • Calton & Associates's DTE Energy position peaked at $320K in Q1 2021.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.