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Carrera Capital Advisors’s DTE Energy DTE Stock Holding History

Carrera Capital 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
Q2 		$572K Sell
3,725
-235
-6% -$34.3K 0.08% 125
2026
Q1 		$584K Sell
3,960
-137
-3% -$19.3K 0.09% 107
2025
Q4 		$533K Buy
4,097
+664
+19% +$90.2K 0.09% 100
2025
Q3 		$489K Buy
3,433
+91
+3% +$12.5K 0.09% 93
2025
Q2 		$446K Buy
3,342
+1,162
+53% +$156K 0.09% 98
2025
Q1 		$304K Buy
+2,180
New +$278K 0.07% 128

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 $3.37T AUM 44.26% 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

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

Carrera Capital Advisors reduced its DTE Energy (DTE) stake by 5.9% in Q2 2026, selling an estimated $34.3K and leaving 3,725 shares worth $572K. The position accounts for 0.08% of the portfolio, ranked #125.

Carrera Capital Advisors first reported a position in DTE in Q1 2025 and has held it in 6 quarters since. The position peaked at $584K in Q1 2026. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Carrera Capital Advisors held 3,725 shares of DTE Energy worth $572K as of Q2 2026.
  • Carrera Capital Advisors sold 235 DTE Energy shares in Q2 2026, an estimated $34.3K.
  • DTE Energy made up 0.08% of Carrera Capital Advisors's portfolio in Q2 2026, its #125 holding.
  • Carrera Capital Advisors first reported a position in DTE Energy in Q1 2025 and has held it in 6 quarters since.
  • Carrera Capital Advisors's DTE Energy position peaked at $584K in Q1 2026.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.