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EP Wealth Advisors’s DTE Energy DTE Stock Holding History

EP Wealth 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
Q1 		$1.03M Buy
7,022
+3,410
+94% +$479K 0.01% 635
2025
Q4 		$466K Buy
+3,612
New +$491K ﹤0.01% 915
2025
Q2 		$490K Buy
3,700
+876
+31% +$118K ﹤0.01% 788
2025
Q1 		$391K Sell
2,824
-348
-11% -$44.4K ﹤0.01% 795
2024
Q4 		$383K Buy
3,172
+22
+0.7% +$2.71K ﹤0.01% 776
2024
Q3 		$404K Buy
3,150
+1,336
+74% +$161K ﹤0.01% 755
2024
Q2 		$201K Buy
+1,814
New +$203K ﹤0.01% 760
2024
Q1 		– Sell
-3,455
Closed -$381K – 846
2023
Q4 		$381K Buy
+3,455
New +$354K ﹤0.01% 561
2022
Q3 		– Sell
-5,579
Closed -$707K – 412
2022
Q2 		$707K Buy
5,579
+3,765
+208% +$491K 0.02% 314
2022
Q1 		$240K Buy
+1,814
New +$221K 0.01% 530

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

EP Wealth Advisors's DTE Position: Q1 2026 in Review

EP Wealth Advisors increased its DTE Energy (DTE) stake by 94% in Q1 2026, buying an estimated $479K and bringing the position to 7,022 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #635.

EP Wealth Advisors first reported a position in DTE in Q1 2022 and has held it in 10 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • EP Wealth Advisors held 7,022 shares of DTE Energy worth $1.03M as of Q1 2026.
  • EP Wealth Advisors bought 3,410 DTE Energy shares in Q1 2026, an estimated $479K.
  • DTE Energy made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #635 holding.
  • EP Wealth Advisors first reported a position in DTE Energy in Q1 2022 and has held it in 10 quarters since.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.