Cape Investment Advisory’s DTE Energy DTE Stock Holding History

Cape Investment Advisory’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 Q3	$48.7K	Sell	400 -263	-40%	-$36.5K	0.01%	512
2026 Q2	$101K	Buy	+663	New	+$96.9K	0.03%	346
2026 Q1	–	Sell	-1	Closed	-$129	–	456
2025 Q4	$129	Hold	1	–	–	﹤0.01%	1288
2025 Q3	$141	Hold	1	–	–	﹤0.01%	832
2025 Q2	$132	Hold	1	–	–	﹤0.01%	1135
2025 Q1	$138	Hold	1	–	–	﹤0.01%	1071
2024 Q4	$121	Buy	+1	New	+$123	﹤0.01%	1081

Other funds holding DTE

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cape Investment Advisory's DTE Position: Q3 2026 in Review

Cape Investment Advisory reduced its DTE Energy (DTE) stake by 40% in Q3 2026, selling an estimated $36.5K and leaving 400 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #512.

Cape Investment Advisory first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. The position peaked at $101K in Q2 2026. 67 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

Cape Investment Advisory held 400 shares of DTE Energy worth $48.7K as of Q3 2026.
Cape Investment Advisory sold 263 DTE Energy shares in Q3 2026, an estimated $36.5K.
DTE Energy made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #512 holding.
Cape Investment Advisory first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
Cape Investment Advisory's DTE Energy position peaked at $101K in Q2 2026.
67 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.