EAN
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Excelsior Advisor Network’s DTE Energy DTE Stock Holding History

Excelsior Advisor Network’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 		$387K Buy
2,537
+479
+23% +$70K 0.05% 317
2026
Q1 		$301K Buy
+2,058
New +$289K 0.11% 156

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Excelsior Advisor Network's DTE Position: Q2 2026 in Review

Excelsior Advisor Network increased its DTE Energy (DTE) stake by 23% in Q2 2026, buying an estimated $70K and bringing the position to 2,537 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #317.

Excelsior Advisor Network first reported a position in DTE in Q1 2026 and has held it in 2 quarters since. 1,032 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Excelsior Advisor Network held 2,537 shares of DTE Energy worth $387K as of Q2 2026.
  • Excelsior Advisor Network bought 479 DTE Energy shares in Q2 2026, an estimated $70K.
  • DTE Energy made up 0.05% of Excelsior Advisor Network's portfolio in Q2 2026, its #317 holding.
  • Excelsior Advisor Network first reported a position in DTE Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,032 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.