CoreCap Advisors
DTE icon

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
Q3 		$3.99M Buy
32,792
+481
+1% +$66.8K 0.11% 165
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 		$3.84M 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

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

CoreCap Advisors's DTE Position: Q3 2026 in Review

CoreCap Advisors increased its DTE Energy (DTE) stake by 1.5% in Q3 2026, buying an estimated $66.8K and bringing the position to 32,792 shares worth $3.99M. The position accounts for 0.11% of the portfolio, ranked #165.

CoreCap Advisors first reported a position in DTE in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.12M in Q4 2025. 192 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • CoreCap Advisors held 32,792 shares of DTE Energy worth $3.99M as of Q3 2026.
  • CoreCap Advisors bought 481 DTE Energy shares in Q3 2026, an estimated $66.8K.
  • DTE Energy made up 0.11% of CoreCap Advisors's portfolio in Q3 2026, its #165 holding.
  • CoreCap Advisors first reported a position in DTE Energy in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's DTE Energy position peaked at $8.12M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.