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CoreCap Advisors’s DTE Energy DTE Stock Holding History

CoreCap 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 		$4.92M Sell
32,311
-352
-1% -$51.4K 0.15% 156
2026
Q1 		$4.78M Sell
32,663
-30,265
-48% -$4.26M 0.16% 142
2025
Q4 		$8.12M Buy
62,928
+32,151
+104% +$4.37M 0.28% 66
2025
Q3 		$4.35M Sell
30,777
-301
-1% -$41.2K 0.16% 128
2025
Q2 		$4.12M Buy
31,078
+2,166
+7% +$291K 0.17% 113
2025
Q1 		$4M Sell
28,912
-993
-3% -$127K 0.18% 114
2024
Q4 		$3.61M Buy
29,905
+136
+0.5% +$16.8K 0.16% 121
2024
Q3 		$3.82M Buy
+29,769
New +$3.59M 0.18% 111
2024
Q2 		– Sell
-29,480
Closed -$3.31M – 1855
2024
Q1 		$3.31M Sell
29,480
-167
-0.6% -$18K 0.18% 116
2023
Q4 		$3.27M Buy
29,647
+739
+3% +$75.7K 0.21% 95
2023
Q3 		$2.87M Sell
28,908
-1,046
-3% -$113K 0.21% 98
2023
Q2 		$3.3M Buy
+29,954
New +$3.34M 0.23% 85
2022
Q4 		$3.68M Sell
31,338
-1,997
-6% -$226K 0.26% 69
2022
Q3 		$3.83M Sell
33,335
-252
-0.8% -$32.6K 0.32% 59
2022
Q2 		$4.26M Buy
33,587
+3,782
+13% +$493K 0.33% 56
2022
Q1 		$3.94M Sell
29,805
-3,111
-9% -$379K 0.27% 65
2021
Q4 		$3.94M Buy
+32,916
New +$3.76M 0.26% 71

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CoreCap Advisors's DTE Position: Q2 2026 in Review

CoreCap Advisors reduced its DTE Energy (DTE) stake by 1.1% in Q2 2026, selling an estimated $51.4K and leaving 32,311 shares worth $4.92M. The position accounts for 0.15% of the portfolio, ranked #156.

CoreCap Advisors first reported a position in DTE in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.12M in Q4 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • CoreCap Advisors held 32,311 shares of DTE Energy worth $4.92M as of Q2 2026.
  • CoreCap Advisors sold 352 DTE Energy shares in Q2 2026, an estimated $51.4K.
  • DTE Energy made up 0.15% of CoreCap Advisors's portfolio in Q2 2026, its #156 holding.
  • CoreCap Advisors first reported a position in DTE Energy in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's DTE Energy position peaked at $8.12M in Q4 2025.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.