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Capital Advisors Ltd’s DTE Energy DTE Stock Holding History

Capital Advisors Ltd’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 		$0 Hold
2
– – ﹤0.01% 1419
2026
Q1 		$0 Hold
2
– – ﹤0.01% 1425
2025
Q4 		$0 Hold
2
– – ﹤0.01% 1404
2025
Q3 		$0 Hold
2
– – ﹤0.01% 1402
2025
Q2 		$0 Hold
2
– – ﹤0.01% 1400
2025
Q1 		$0 Sell
2
-26
-93% -$3.32K ﹤0.01% 1396
2024
Q4 		$3K Buy
28
+2
+8% +$247 ﹤0.01% 1005
2024
Q3 		$3K Buy
26
+1
+4% +$121 ﹤0.01% 991
2024
Q2 		$3K Sell
25
-2
-7% -$224 ﹤0.01% 980
2024
Q1 		$3K Buy
27
+2
+8% +$216 ﹤0.01% 967
2023
Q4 		$3K Sell
25
-4,341
-99% -$445K ﹤0.01% 935
2023
Q3 		$433K Sell
4,366
-93
-2% -$10K 0.07% 162
2023
Q2 		$491K Buy
4,459
+96
+2% +$10.7K 0.07% 153
2023
Q1 		$478K Buy
4,363
+13
+0.3% +$1.46K 0.08% 137
2022
Q4 		$511K Sell
4,350
-20
-0.5% -$2.27K 0.09% 133
2022
Q3 		$503K Buy
4,370
+10
+0.2% +$1.29K 0.1% 126
2022
Q2 		$553K Buy
4,360
+10
+0.2% +$1.3K 0.1% 116
2022
Q1 		$575K Sell
4,350
-3
-0.1% -$366 0.1% 122
2021
Q4 		$520K Buy
+4,353
New +$498K 0.08% 131
2014
Q2 		– Sell
-38
Closed -$2K – 325
2014
Q1 		$2K Hold
38
– – ﹤0.01% 316
2013
Q4 		$2K Buy
+38
New +$2.18K ﹤0.01% 283

Other funds holding DTE

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Capital Advisors Ltd's DTE Position: Q2 2026 in Review

Capital Advisors Ltd held its DTE Energy (DTE) position steady in Q2 2026 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Capital Advisors Ltd first reported a position in DTE in Q4 2013 and has held it in 21 quarters since. The position peaked at $575K in Q1 2022. 160 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Capital Advisors Ltd held 2 shares of DTE Energy worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1419 holding.
  • Capital Advisors Ltd first reported a position in DTE Energy in Q4 2013 and has held it in 21 quarters since.
  • Capital Advisors Ltd's DTE Energy position peaked at $575K in Q1 2022.
  • 160 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.