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

Capital Investment 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	$202K	Buy	+1,323	New	+$193K	0.01%	708
2019 Q4	–	Sell	-201	Closed	-$23K	–	738
2019 Q3	$23K	Hold	201	–	–	0.01%	768
2019 Q2	$22K	Hold	201	–	–	0.01%	755
2019 Q1	$21K	Hold	201	–	–	0.01%	664
2018 Q4	$19K	Buy	+201	New	+$19.6K	0.01%	646

Other funds holding DTE

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Capital Investment Advisory Services opened a new position in DTE Energy (DTE) in Q2 2026: 1,323 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: Capital Investment Advisory Services previously reported a position in DTE as recently as Q3 2019.

Capital Investment Advisory Services first reported a position in DTE in Q4 2018 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Capital Investment Advisory Services held 1,323 shares of DTE Energy worth $202K as of Q2 2026.
DTE Energy was a new Capital Investment Advisory Services position in Q2 2026.
DTE Energy made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #708 holding.
Capital Investment Advisory Services first reported a position in DTE Energy in Q4 2018 and has held it in 5 quarters since.
260 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

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