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 Q2	$4.39M	Buy	28,844 +21,822	+311%	+$3.19M	0.02%	407
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 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

EP Wealth Advisors's DTE Position: Q2 2026 in Review

EP Wealth Advisors increased its DTE Energy (DTE) stake by 311% in Q2 2026, buying an estimated $3.19M and bringing the position to 28,844 shares worth $4.39M. The position accounts for 0.02% of the portfolio, ranked #407.

EP Wealth Advisors first reported a position in DTE in Q1 2022 and has held it in 11 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

EP Wealth Advisors held 28,844 shares of DTE Energy worth $4.39M as of Q2 2026.
EP Wealth Advisors bought 21,822 DTE Energy shares in Q2 2026, an estimated $3.19M.
DTE Energy made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #407 holding.
EP Wealth Advisors first reported a position in DTE Energy in Q1 2022 and has held it in 11 quarters since.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.