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
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: Q2 2026 in Review

Diversify Advisory Services opened a new position in DTE Energy (DTE) in Q2 2026: 3,497 shares worth $515K. The stake represents 0.01% of the portfolio and ranks #853 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in DTE as recently as Q4 2025.

Diversify Advisory Services first reported a position in DTE in Q2 2025 and has held it in 4 quarters since. The position peaked at $798K in Q2 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Diversify Advisory Services held 3,497 shares of DTE Energy worth $515K as of Q2 2026.
  • DTE Energy was a new Diversify Advisory Services position in Q2 2026.
  • DTE Energy made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #853 holding.
  • Diversify Advisory Services first reported a position in DTE Energy in Q2 2025 and has held it in 4 quarters since.
  • Diversify Advisory Services's DTE Energy position peaked at $798K in Q2 2025.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.