Elevated Capital Advisors’s DTE Energy DTE Stock Holding History

Elevated Capital 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	$319K	Sell	2,094 -2,219	-51%	-$324K	0.09%	198
2026 Q1	$631K	Sell	4,313 -832	-16%	-$117K	0.16%	150
2025 Q4	$664K	Buy	5,145 +190	+4%	+$25.8K	0.15%	164
2025 Q3	$701K	Sell	4,955 -673	-12%	-$92.2K	0.17%	160
2025 Q2	$778K	Hold	5,628	–	–	0.22%	139
2025 Q1	$778K	Buy	5,628 +157	+3%	+$20K	0.22%	139
2024 Q4	$661K	Sell	5,471 -51	-0.9%	-$6.29K	0.18%	160
2024 Q3	$709K	Sell	5,522 -135	-2%	-$16.3K	0.19%	164
2024 Q2	$628K	Buy	+5,657	New	+$632K	0.18%	156

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elevated Capital Advisors's DTE Position: Q2 2026 in Review

Elevated Capital Advisors reduced its DTE Energy (DTE) stake by 51% in Q2 2026, selling an estimated $324K and leaving 2,094 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #198.

Elevated Capital Advisors first reported a position in DTE in Q2 2024 and has held it in 9 quarters since. The position peaked at $778K in Q2 2025. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Elevated Capital Advisors held 2,094 shares of DTE Energy worth $319K as of Q2 2026.
Elevated Capital Advisors sold 2,219 DTE Energy shares in Q2 2026, an estimated $324K.
DTE Energy made up 0.09% of Elevated Capital Advisors's portfolio in Q2 2026, its #198 holding.
Elevated Capital Advisors first reported a position in DTE Energy in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's DTE Energy position peaked at $778K in Q2 2025.
1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.