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

CFS 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	$236K	Buy	1,534 +40	+3%	+$5.84K	0.02%	338
2026 Q1	$220K	Buy	+1,494	New	+$210K	0.02%	341
2022 Q2	–	Sell	-21,021	Closed	–	–	302
2022 Q1	$0	Buy	+21,021	New	+$2.56M	﹤0.01%	450

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

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

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

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

CFS Investment Advisory Services increased its DTE Energy (DTE) stake by 2.7% in Q2 2026, buying an estimated $5.84K and bringing the position to 1,534 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #338.

CFS Investment Advisory Services first reported a position in DTE in Q1 2022 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

CFS Investment Advisory Services held 1,534 shares of DTE Energy worth $236K as of Q2 2026.
CFS Investment Advisory Services bought 40 DTE Energy shares in Q2 2026, an estimated $5.84K.
DTE Energy made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #338 holding.
CFS Investment Advisory Services first reported a position in DTE Energy in Q1 2022 and has held it in 3 quarters since.
237 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.