EP Wealth Advisors
DTE icon

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
Q3 		$668K Sell
5,486
-23,358
-81% -$3.24M ﹤0.01% 854
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

EP Wealth Advisors's DTE Position: Q3 2026 in Review

EP Wealth Advisors reduced its DTE Energy (DTE) stake by 81% in Q3 2026, selling an estimated $3.24M and leaving 5,486 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

EP Wealth Advisors first reported a position in DTE in Q1 2022 and has held it in 12 quarters since. The position peaked at $4.39M in Q2 2026. 829 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • EP Wealth Advisors held 5,486 shares of DTE Energy worth $668K as of Q3 2026.
  • EP Wealth Advisors sold 23,358 DTE Energy shares in Q3 2026, an estimated $3.24M.
  • DTE Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #854 holding.
  • EP Wealth Advisors first reported a position in DTE Energy in Q1 2022 and has held it in 12 quarters since.
  • EP Wealth Advisors's DTE Energy position peaked at $4.39M in Q2 2026.
  • 829 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.