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Diversify Advisory Services’s DTE Energy DTE Stock Holding History

Diversify Advisory Services’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diversify Advisory Services's DTE Position: Q1 2026 in Review

Diversify Advisory Services sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 2,728 shares — an estimated $370K sold.

Diversify Advisory Services first reported a position in DTE in Q2 2025 and held it in 3 quarters. The position peaked at $798K in Q2 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Diversify Advisory Services reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 2,728 DTE Energy shares in Q1 2026, an estimated $370K.
  • Diversify Advisory Services first reported a position in DTE Energy in Q2 2025 and held it in 3 quarters.
  • Diversify Advisory Services's DTE Energy position peaked at $798K in Q2 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.