Financial Advisory Corporation’s DTE Energy DTE Stock Holding History

Financial Advisory Corporation’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	$261K	Buy	1,714 +4	+0.2%	+$584	0.03%	45
2026 Q1	$250K	Hold	1,710	–	–	0.03%	42
2025 Q4	$221K	Hold	1,710	–	–	0.03%	48
2025 Q3	$242K	Hold	1,710	–	–	0.04%	45
2025 Q2	$227K	Hold	1,710	–	–	0.03%	48
2025 Q1	$236K	Hold	1,710	–	–	0.04%	41
2024 Q4	$206K	Buy	+1,710	New	+$211K	0.04%	40

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 $3.38T AUM 44.17% 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

Financial Advisory Corporation's DTE Position: Q2 2026 in Review

Financial Advisory Corporation increased its DTE Energy (DTE) stake by 0.23% in Q2 2026, buying an estimated $584 and bringing the position to 1,714 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #45.

Financial Advisory Corporation first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Financial Advisory Corporation held 1,714 shares of DTE Energy worth $261K as of Q2 2026.
Financial Advisory Corporation bought 4 DTE Energy shares in Q2 2026, an estimated $584.
DTE Energy made up 0.03% of Financial Advisory Corporation's portfolio in Q2 2026, its #45 holding.
Financial Advisory Corporation first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Financial Advisory Corporation's 13F filing for Q2 2026, filed 9 Jul 2026.