Capital Analysts LLC’s DTE Energy DTE Stock Holding History

Capital Analysts LLC’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	$17K	Hold	109	–	–	﹤0.01%	1190
2026 Q1	$16K	Hold	109	–	–	﹤0.01%	1165
2025 Q4	$14K	Hold	109	–	–	﹤0.01%	1169
2025 Q3	$15K	Hold	109	–	–	﹤0.01%	1123
2025 Q2	$14K	Hold	109	–	–	﹤0.01%	1087
2025 Q1	$15K	Hold	109	–	–	﹤0.01%	1050
2024 Q4	$13K	Hold	109	–	–	﹤0.01%	1014
2024 Q3	$14K	Hold	109	–	–	﹤0.01%	959
2024 Q2	$12K	Hold	109	–	–	﹤0.01%	931
2024 Q1	$12K	Hold	109	–	–	﹤0.01%	901
2023 Q4	$12K	Hold	109	–	–	﹤0.01%	873
2023 Q3	$11K	Hold	109	–	–	﹤0.01%	864
2023 Q2	$12K	Hold	109	–	–	﹤0.01%	797
2023 Q1	$12K	Hold	109	–	–	﹤0.01%	787
2022 Q4	$13K	Hold	109	–	–	﹤0.01%	819
2022 Q3	$13K	Hold	109	–	–	﹤0.01%	764
2022 Q2	$14K	Hold	109	–	–	﹤0.01%	749
2022 Q1	$14K	Hold	109	–	–	﹤0.01%	712
2021 Q4	$13K	Hold	109	–	–	﹤0.01%	774
2021 Q3	$12K	Sell	109 -19	-15%	-$2.23K	﹤0.01%	766
2021 Q2	$14K	Sell	128 -73	-36%	-$8.54K	﹤0.01%	701
2021 Q1	$23K	Buy	201 +73	+57%	+$7.66K	﹤0.01%	697
2020 Q4	$13K	Buy	128 +1	+0.8%	+$105	﹤0.01%	547
2020 Q3	$12K	Buy	127 +1	+0.8%	+$98	﹤0.01%	564
2020 Q2	$12K	Buy	126 +1	+0.8%	+$88	﹤0.01%	527
2020 Q1	$10K	Hold	125	–	–	﹤0.01%	512
2019 Q4	$14K	Buy	125 +2	+2%	+$216	﹤0.01%	521
2019 Q3	$13K	Buy	123 +1	+0.8%	+$111	﹤0.01%	513
2019 Q2	$13K	Buy	122 +1	+0.8%	+$107	﹤0.01%	511
2019 Q1	$12K	Buy	121 +1	+0.8%	+$101	﹤0.01%	492
2018 Q4	$11K	Buy	+120	New	+$11.7K	﹤0.01%	456

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Analysts LLC's DTE Position: Q2 2026 in Review

Capital Analysts LLC held its DTE Energy (DTE) position steady in Q2 2026 at 109 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Capital Analysts LLC first reported a position in DTE in Q4 2018 and has held it in 31 quarters since. The position peaked at $23K in Q1 2021. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Capital Analysts LLC held 109 shares of DTE Energy worth $17K as of Q2 2026.
Capital Analysts LLC left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1190 holding.
Capital Analysts LLC first reported a position in DTE Energy in Q4 2018 and has held it in 31 quarters since.
Capital Analysts LLC's DTE Energy position peaked at $23K in Q1 2021.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.