Flagship Wealth Advisors’s DTE Energy DTE Stock Holding History

Flagship 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	$110K	Buy	721 +200	+38%	+$29.2K	0.02%	192
2026 Q1	$69K	Sell	521 -200	-28%	-$28.1K	0.03%	170
2025 Q4	$93K	Hold	721	–	–	0.03%	172
2025 Q3	$102K	Hold	721	–	–	0.03%	166
2025 Q2	$95.5K	Hold	721	–	–	0.04%	161
2025 Q1	$99.7K	Hold	721	–	–	0.04%	150
2024 Q4	$87.1K	Buy	+721	New	+$88.9K	0.05%	147

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

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

Flagship Wealth Advisors increased its DTE Energy (DTE) stake by 38% in Q2 2026, buying an estimated $29.2K and bringing the position to 721 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #192.

Flagship Wealth Advisors first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Flagship Wealth Advisors held 721 shares of DTE Energy worth $110K as of Q2 2026.
Flagship Wealth Advisors bought 200 DTE Energy shares in Q2 2026, an estimated $29.2K.
DTE Energy made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #192 holding.
Flagship Wealth Advisors first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.