Cedar Mountain Advisors
DTE icon

Cedar Mountain Advisors’s DTE Energy DTE Stock Holding History

Cedar Mountain 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
Q3 		$34.7K Hold
285
– – 0.01% 212
2026
Q2 		$43.4K Hold
285
– – 0.01% 196
2026
Q1 		$41.7K Buy
285
+277
+3,463% +$38.9K 0.01% 174
2025
Q4 		$1.03K Hold
8
– – ﹤0.01% 506
2025
Q3 		$1.13K Buy
+8
New +$1.1K ﹤0.01% 506

Other funds holding DTE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cedar Mountain Advisors's DTE Position: Q3 2026 in Review

Cedar Mountain Advisors held its DTE Energy (DTE) position steady in Q3 2026 at 285 shares worth $34.7K. The position accounts for 0.01% of the portfolio, ranked #212.

Cedar Mountain Advisors first reported a position in DTE in Q3 2025 and has held it in 5 quarters since. The position peaked at $43.4K in Q2 2026. 326 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Cedar Mountain Advisors held 285 shares of DTE Energy worth $34.7K as of Q3 2026.
  • Cedar Mountain Advisors left its DTE Energy share count unchanged in Q3 2026.
  • DTE Energy made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #212 holding.
  • Cedar Mountain Advisors first reported a position in DTE Energy in Q3 2025 and has held it in 5 quarters since.
  • Cedar Mountain Advisors's DTE Energy position peaked at $43.4K in Q2 2026.
  • 326 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.