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Capital Asset Advisory Services’s DTE Energy DTE Stock Holding History

Capital Asset Advisory Services’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 		$645K Buy
4,236
+474
+13% +$69.3K 0.02% 170
2026
Q1 		$549K Buy
3,762
+899
+31% +$126K 0.02% 180
2025
Q4 		$372K Buy
2,863
+99
+4% +$13.4K 0.02% 207
2025
Q3 		$391K Buy
2,764
+747
+37% +$102K 0.02% 205
2025
Q2 		$267K Buy
2,017
+4
+0.2% +$538 0.01% 234
2025
Q1 		$278K Sell
2,013
-2,199
-52% -$281K 0.01% 232
2024
Q4 		$512K Buy
4,212
+532
+14% +$65.6K 0.03% 182
2024
Q3 		$462K Buy
3,680
+165
+5% +$19.9K 0.02% 191
2024
Q2 		$382K Buy
3,515
+15
+0.4% +$1.68K 0.02% 216
2024
Q1 		$382K Sell
3,500
-490
-12% -$52.9K 0.02% 216
2023
Q4 		$440K Buy
3,990
+623
+19% +$63.8K 0.03% 202
2023
Q3 		$329K Sell
3,367
-497
-13% -$53.5K 0.02% 230
2023
Q2 		$436K Buy
3,864
+3
+0.1% +$334 0.03% 217
2023
Q1 		$423K Sell
3,861
-617
-14% -$69.1K 0.03% 217
2022
Q4 		$526K Buy
4,478
+571
+15% +$64.7K 0.04% 208
2022
Q3 		$450K Sell
3,907
-1,525
-28% -$197K 0.06% 185
2022
Q2 		$693K Buy
5,432
+427
+9% +$55.7K 0.08% 185
2022
Q1 		$666K Buy
5,005
+1,130
+29% +$138K 0.07% 207
2021
Q4 		$467K Sell
3,875
-1,367
-26% -$156K 0.05% 260
2021
Q3 		$590K Sell
5,242
-584
-10% -$68.5K 0.07% 226
2021
Q2 		$648K Buy
5,826
+81
+1% +$9.47K 0.07% 202
2021
Q1 		$656K Sell
5,745
-849
-13% -$89.1K 0.1% 192
2020
Q4 		$687K Sell
6,594
-156
-2% -$16.4K 0.12% 145
2020
Q3 		$667K Buy
6,750
+956
+16% +$93.4K 0.14% 130
2020
Q2 		$579K Buy
5,794
+6
+0.1% +$531 0.12% 151
2020
Q1 		$473K Buy
5,788
+1,113
+24% +$113K 0.13% 136
2019
Q4 		$533K Buy
+4,675
New +$504K 0.13% 159

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 $3.38T AUM 44.17% 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

Capital Asset Advisory Services's DTE Position: Q2 2026 in Review

Capital Asset Advisory Services increased its DTE Energy (DTE) stake by 13% in Q2 2026, buying an estimated $69.3K and bringing the position to 4,236 shares worth $645K. The position accounts for 0.02% of the portfolio, ranked #170.

Capital Asset Advisory Services first reported a position in DTE in Q4 2019 and has held it in 27 quarters since. The position peaked at $693K in Q2 2022. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Capital Asset Advisory Services held 4,236 shares of DTE Energy worth $645K as of Q2 2026.
  • Capital Asset Advisory Services bought 474 DTE Energy shares in Q2 2026, an estimated $69.3K.
  • DTE Energy made up 0.02% of Capital Asset Advisory Services's portfolio in Q2 2026, its #170 holding.
  • Capital Asset Advisory Services first reported a position in DTE Energy in Q4 2019 and has held it in 27 quarters since.
  • Capital Asset Advisory Services's DTE Energy position peaked at $693K in Q2 2022.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.