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 Q2	$22.1K	Hold	145	–	–	﹤0.01%	468
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Colonial Trust Advisors's DTE Position: Q2 2026 in Review

Colonial Trust Advisors held its DTE Energy (DTE) position steady in Q2 2026 at 145 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Colonial Trust Advisors first reported a position in DTE in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.7K in Q3 2024. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Colonial Trust Advisors held 145 shares of DTE Energy worth $22.1K as of Q2 2026.
Colonial Trust Advisors left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #468 holding.
Colonial Trust Advisors first reported a position in DTE Energy in Q4 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's DTE Energy position peaked at $25.7K in Q3 2024.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.