Colonial Trust Advisors’s DTE Energy DTE Stock Holding History

Colonial Trust 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	$21.2K	Hold	145	–	–	﹤0.01%	444
2025 Q4	$18.7K	Hold	145	–	–	﹤0.01%	448
2025 Q3	$20.5K	Hold	145	–	–	﹤0.01%	422
2025 Q2	$19.2K	Hold	145	–	–	﹤0.01%	447
2025 Q1	$20K	Hold	145	–	–	﹤0.01%	432
2024 Q4	$17.5K	Sell	145 -55	-28%	-$6.78K	﹤0.01%	418
2024 Q3	$25.7K	Hold	200	–	–	﹤0.01%	407
2024 Q2	$22.2K	Sell	200 -1	-0.5%	-$112	﹤0.01%	415
2024 Q1	$22.5K	Sell	201 -7	-3%	-$755	﹤0.01%	449
2023 Q4	$22.9K	Buy	208 +1	+0.5%	+$102	﹤0.01%	395
2023 Q3	$20.6K	Buy	207 +2	+1%	+$215	﹤0.01%	420
2023 Q2	$22.6K	Hold	205	–	–	﹤0.01%	419
2023 Q1	$22.5K	Sell	205 -8	-4%	-$896	﹤0.01%	416
2022 Q4	$25K	Buy	+213	New	+$24.1K	﹤0.01%	409

Other funds holding DTE

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Minneapolis, Minnesota $431B 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return