Diversify Advisory Services’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
Q3
$323K Sell
2,519
-978
-28% -$136K ﹤0.01% 1069
2026
Q2
$515K Buy
+3,497
New +$511K 0.01% 853
2026
Q1
– Sell
-2,728
Closed -$370K – 392
2025
Q4
$370K Sell
2,728
-1,427
-34% -$194K 0.01% 703
2025
Q3
$556K Sell
4,155
-1,552
-27% -$213K 0.02% 533
2025
Q2
$798K Buy
+5,707
New +$767K 0.03% 386

Other funds holding DTE

Diversify Advisory Services's DTE Position: Q3 2026 in Review

Diversify Advisory Services reduced its DTE Energy (DTE) stake by 28% in Q3 2026, selling an estimated $136K and leaving 2,519 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Diversify Advisory Services first reported a position in DTE in Q2 2025 and has held it in 5 quarters since. The position peaked at $798K in Q2 2025. 192 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Diversify Advisory Services held 2,519 shares of DTE Energy worth $323K as of Q3 2026.
  • Diversify Advisory Services sold 978 DTE Energy shares in Q3 2026, an estimated $136K.
  • DTE Energy made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1069 holding.
  • Diversify Advisory Services first reported a position in DTE Energy in Q2 2025 and has held it in 5 quarters since.
  • Diversify Advisory Services's DTE Energy position peaked at $798K in Q2 2025.
  • 192 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.