Coppell Advisory Solutions’s DTE Energy DTE Stock Holding History

Coppell Advisory Solutions’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	$348K	Buy	+6	New	+$877	0.03%	354
2026 Q1	–	Sell	-3,280	Closed	-$426K	–	93
2025 Q4	$426K	Sell	3,280 -20	-0.6%	-$2.72K	0.04%	275
2025 Q3	$465K	Buy	3,300 +25	+0.8%	+$3.42K	0.05%	260
2025 Q2	$431K	Buy	3,275 +1,210	+59%	+$163K	0.05%	264
2025 Q1	$282K	Buy	2,065 +3	+0.1%	+$383	0.04%	270
2024 Q4	$249K	Sell	2,062 -5	-0.2%	-$617	0.03%	244
2024 Q3	$263K	Buy	2,067 +6	+0.3%	+$723	0.04%	234
2024 Q2	$229K	Buy	+2,061	New	+$230K	0.04%	233
2023 Q4	$231K	Buy	2,095 +1,959	+1,440%	+$201K	0.05%	246
2023 Q3	$16K	Buy	136 +80	+143%	+$8.61K	0.01%	529
2023 Q2	$6.17K	Buy	+56	New	+$6.24K	﹤0.01%	809
2023 Q1	–	Sell	-136	Closed	-$16K	–	436
2022 Q4	$16K	Buy	+136	New	+$15.4K	0.01%	534

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

Coppell Advisory Solutions's DTE Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in DTE Energy (DTE) in Q2 2026: 6 shares worth $348K. The stake represents 0.03% of the portfolio and ranks #354 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in DTE as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in DTE in Q4 2022 and has held it in 12 quarters since. The position peaked at $465K in Q3 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Coppell Advisory Solutions held 6 shares of DTE Energy worth $348K as of Q2 2026.
DTE Energy was a new Coppell Advisory Solutions position in Q2 2026.
DTE Energy made up 0.03% of Coppell Advisory Solutions's portfolio in Q2 2026, its #354 holding.
Coppell Advisory Solutions first reported a position in DTE Energy in Q4 2022 and has held it in 12 quarters since.
Coppell Advisory Solutions's DTE Energy position peaked at $465K in Q3 2025.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.