Continuum Advisory’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$215K Buy
+1,411
New +$206K 0.02% 453
2025
Q2
Sell
-1,333
Closed -$184K 707
2025
Q1
$184K Sell
1,333
-110
-8% -$14K 0.02% 408
2024
Q4
$174K Buy
1,443
+15
+1% +$1.85K 0.02% 410
2024
Q3
$171K Sell
1,428
-56
-4% -$6.75K 0.02% 425
2024
Q2
$165K Buy
1,484
+15
+1% +$1.68K 0.02% 399
2024
Q1
$171K Buy
+1,469
New +$159K 0.03% 391

Other funds holding DTE

Continuum Advisory's DTE Position: Q2 2026 in Review

Continuum Advisory opened a new position in DTE Energy (DTE) in Q2 2026: 1,411 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #453 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in DTE as recently as Q1 2025.

Continuum Advisory first reported a position in DTE in Q1 2024 and has held it in 6 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Continuum Advisory held 1,411 shares of DTE Energy worth $215K as of Q2 2026.
  • DTE Energy was a new Continuum Advisory position in Q2 2026.
  • DTE Energy made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #453 holding.
  • Continuum Advisory first reported a position in DTE Energy in Q1 2024 and has held it in 6 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.