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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
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

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

Cape Investment Advisory's DTE Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in DTE Energy (DTE) in Q2 2026: 663 shares worth $101K. The stake represents 0.03% of the portfolio and ranks #346 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in DTE as recently as Q4 2025.

Cape Investment Advisory first reported a position in DTE in Q4 2024 and has held it in 6 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Cape Investment Advisory held 663 shares of DTE Energy worth $101K as of Q2 2026.
  • DTE Energy was a new Cape Investment Advisory position in Q2 2026.
  • DTE Energy made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #346 holding.
  • Cape Investment Advisory first reported a position in DTE Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.