Capital Investment Advisors’s DTE Energy DTE Stock Holding History

Capital Investment Advisors’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 Q1	$833K	Sell	5,698 -828	-13%	-$116K	0.01%	380
2025 Q4	$842K	Sell	6,526 -5	-0.1%	-$679	0.01%	374
2025 Q3	$924K	Sell	6,531 -13	-0.2%	-$1.78K	0.02%	346
2025 Q2	$867K	Sell	6,544 -331	-5%	-$44.5K	0.02%	346
2025 Q1	$951K	Buy	6,875 +457	+7%	+$58.3K	0.02%	326
2024 Q4	$775K	Buy	6,418 +21	+0.3%	+$2.59K	0.02%	346
2024 Q3	$821K	Buy	6,397 +6	+0.1%	+$723	0.02%	326
2024 Q2	$709K	Sell	6,391 -30	-0.5%	-$3.35K	0.02%	343
2024 Q1	$720K	Sell	6,421 -44	-0.7%	-$4.75K	0.02%	339
2023 Q4	$713K	Buy	6,465 +1	+0%	+$102	0.02%	321
2023 Q3	$642K	Buy	6,464 +11	+0.2%	+$1.18K	0.02%	319
2023 Q2	$710K	Hold	6,453	–	–	0.02%	289
2023 Q1	$707K	Sell	6,453 -186	-3%	-$20.8K	0.02%	298
2022 Q4	$780K	Buy	6,639 +9	+0.1%	+$1.02K	0.02%	281
2022 Q3	$763K	Buy	6,630 +116	+2%	+$15K	0.03%	279
2022 Q2	$826K	Hold	6,514	–	–	0.03%	269
2022 Q1	$861K	Hold	6,514	–	–	0.03%	290
2021 Q4	$779K	Hold	6,514	–	–	0.02%	316
2021 Q3	$728K	Sell	6,514 -1,146	-15%	-$134K	0.02%	317
2021 Q2	$845K	Buy	7,660 +359	+5%	+$42K	0.03%	299
2021 Q1	$827K	Hold	7,301	–	–	0.03%	286
2020 Q4	$754K	Sell	7,301 -799	-10%	-$84.2K	0.03%	283
2020 Q3	$793K	Sell	8,100 -157	-2%	-$15.3K	0.04%	258
2020 Q2	$755K	Sell	8,257 -263	-3%	-$23.3K	0.04%	257
2020 Q1	$689K	Sell	8,520 -405	-5%	-$41.1K	0.04%	243
2019 Q4	$986K	Sell	8,925 -406	-4%	-$43.8K	0.05%	236
2019 Q3	$1.06M	Buy	9,331 +535	+6%	+$59.1K	0.06%	215
2019 Q2	$957K	Buy	8,796 +421	+5%	+$45.2K	0.05%	231
2019 Q1	$889K	Sell	8,375 -1,457	-15%	-$147K	0.05%	233
2018 Q4	$923K	Buy	9,832 +8	+0.1%	+$781	0.06%	218
2018 Q3	$912K	Sell	9,824 -430	-4%	-$40.1K	0.05%	220
2018 Q2	$904K	Hold	10,254	–	–	0.06%	225
2018 Q1	$911K	Sell	10,254 -59	-0.6%	-$5.17K	0.06%	225
2017 Q4	$961K	Hold	10,313	–	–	0.06%	219
2017 Q3	$942K	Buy	10,313 +3,023	+41%	+$280K	0.06%	218
2017 Q2	$656K	Buy	7,290 +12	+0.2%	+$1.09K	0.05%	244
2017 Q1	$632K	Sell	7,278 -164	-2%	-$13.9K	0.05%	248
2016 Q4	$624K	Sell	7,442 -118	-2%	-$9.49K	0.05%	245
2016 Q3	$603K	Hold	7,560	–	–	0.05%	240
2016 Q2	$638K	Buy	7,560 +206	+3%	+$15.9K	0.06%	230
2016 Q1	$567K	Sell	7,354 -118	-2%	-$8.53K	0.06%	241
2015 Q4	$510K	Hold	7,472	–	–	0.05%	244
2015 Q3	$511K	Hold	7,472	–	–	0.06%	223
2015 Q2	$475K	Sell	7,472 -100	-1%	-$6.69K	0.05%	246
2015 Q1	$520K	Hold	7,572	–	–	0.06%	237
2014 Q4	$557K	Sell	7,572 -58	-0.8%	-$4.03K	0.06%	230
2014 Q3	$494K	Hold	7,630	–	–	0.06%	229
2014 Q2	$506K	Sell	7,630 -59	-0.8%	-$3.83K	0.06%	227
2014 Q1	$486K	Buy	7,689 +117	+2%	+$6.89K	0.06%	234
2013 Q4	$428K	Buy	+7,572	New	+$434K	0.06%	247

Other funds holding DTE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Investment Advisors's DTE Position: Q1 2026 in Review

Capital Investment Advisors reduced its DTE Energy (DTE) stake by 13% in Q1 2026, selling an estimated $116K and leaving 5,698 shares worth $833K. The position accounts for 0.01% of the portfolio, ranked #380.

Capital Investment Advisors first reported a position in DTE in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.06M in Q3 2019. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Capital Investment Advisors held 5,698 shares of DTE Energy worth $833K as of Q1 2026.
Capital Investment Advisors sold 828 DTE Energy shares in Q1 2026, an estimated $116K.
DTE Energy made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #380 holding.
Capital Investment Advisors first reported a position in DTE Energy in Q4 2013 and has held it in 50 quarters since.
Capital Investment Advisors's DTE Energy position peaked at $1.06M in Q3 2019.
981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.