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Clearstead Advisors’s DTE Energy DTE Stock Holding History

Clearstead 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 		$198K Sell
1,357
-501
-27% -$70.4K ﹤0.01% 997
2025
Q4 		$240K Sell
1,858
-922
-33% -$125K ﹤0.01% 888
2025
Q3 		$393K Buy
2,780
+26
+0.9% +$3.56K 0.01% 704
2025
Q2 		$365K Buy
2,754
+1,389
+102% +$187K 0.01% 699
2025
Q1 		$189K Buy
1,365
+98
+8% +$12.5K ﹤0.01% 852
2024
Q4 		$153K Sell
1,267
-86
-6% -$10.6K ﹤0.01% 920
2024
Q3 		$174K Buy
1,353
+17
+1% +$2.05K ﹤0.01% 900
2024
Q2 		$148K Hold
1,336
– – ﹤0.01% 909
2024
Q1 		$154K Sell
1,336
-38
-3% -$4.1K 0.01% 513
2023
Q4 		$151K Sell
1,374
-1,154
-46% -$118K 0.01% 502
2023
Q3 		$251K Buy
2,528
+338
+15% +$36.4K 0.01% 521
2023
Q2 		$241K Buy
2,190
+32
+1% +$3.57K 0.01% 406
2023
Q1 		$236K Sell
2,158
-112
-5% -$12.5K 0.02% 372
2022
Q4 		$267K Buy
2,270
+7
+0.3% +$794 0.02% 346
2022
Q3 		$260K Buy
2,263
+970
+75% +$125K 0.02% 329
2022
Q2 		$164K Buy
1,293
+29
+2% +$3.78K 0.01% 406
2022
Q1 		$167K Buy
+1,264
New +$154K 0.01% 438
2021
Q4 		– Sell
-33
Closed -$4K – 1315
2021
Q3 		$4K Buy
33
+12
+57% +$1.41K ﹤0.01% 1047
2021
Q2 		$2K Buy
+21
New +$2.46K ﹤0.01% 1035
2020
Q3 		– Sell
-118
Closed -$11K – 894
2020
Q2 		$11K Sell
118
-799
-87% -$70.7K ﹤0.01% 591
2020
Q1 		$74K Buy
+917
New +$93.1K 0.01% 362

Other funds holding DTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearstead Advisors's DTE Position: Q1 2026 in Review

Clearstead Advisors reduced its DTE Energy (DTE) stake by 27% in Q1 2026, selling an estimated $70.4K and leaving 1,357 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Clearstead Advisors first reported a position in DTE in Q1 2020 and has held it in 21 quarters since. The position peaked at $393K in Q3 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Clearstead Advisors held 1,357 shares of DTE Energy worth $198K as of Q1 2026.
  • Clearstead Advisors sold 501 DTE Energy shares in Q1 2026, an estimated $70.4K.
  • DTE Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #997 holding.
  • Clearstead Advisors first reported a position in DTE Energy in Q1 2020 and has held it in 21 quarters since.
  • Clearstead Advisors's DTE Energy position peaked at $393K in Q3 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.