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Forvis Mazars Wealth Advisors’s DTE Energy DTE Stock Holding History

Forvis Mazars 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 		$2.88M Buy
18,929
+21
+0.1% +$3.07K 0.05% 130
2026
Q1 		$2.76M Buy
18,908
+132
+0.7% +$18.6K 0.05% 123
2025
Q4 		$2.42M Buy
18,776
+3,469
+23% +$471K 0.05% 144
2025
Q3 		$2.16M Sell
15,307
-355
-2% -$48.6K 0.04% 150
2025
Q2 		$2.07M Sell
15,662
-388
-2% -$52.2K 0.04% 153
2025
Q1 		$2.22M Sell
16,050
-645
-4% -$82.3K 0.05% 143
2024
Q4 		$2.02M Sell
16,695
-226
-1% -$27.9K 0.05% 159
2024
Q3 		$2.17M Sell
16,921
-152
-0.9% -$18.3K 0.05% 157
2024
Q2 		$1.9M Buy
17,073
+529
+3% +$59.1K 0.05% 166
2024
Q1 		$1.86M Buy
16,544
+1,358
+9% +$147K 0.05% 165
2023
Q4 		$1.67M Sell
15,186
-275
-2% -$28.2K 0.05% 168
2023
Q3 		$1.53M Sell
15,461
-7,669
-33% -$825K 0.05% 172
2023
Q2 		$2.54M Buy
23,130
+8,675
+60% +$967K 0.07% 149
2023
Q1 		$1.58M Buy
14,455
+766
+6% +$85.8K 0.05% 167
2022
Q4 		$1.61M Buy
13,689
+1,321
+11% +$150K 0.06% 162
2022
Q3 		$1.42M Buy
12,368
+26
+0.2% +$3.36K 0.06% 165
2022
Q2 		$1.56M Buy
12,342
+2,416
+24% +$315K 0.06% 148
2022
Q1 		$1.31M Buy
9,926
+703
+8% +$85.7K 0.06% 133
2021
Q4 		$1.1M Buy
9,223
+653
+8% +$74.7K 0.05% 134
2021
Q3 		$957K Sell
8,570
-811
-9% -$95.1K 0.04% 135
2021
Q2 		$1.03M Buy
9,381
+155
+2% +$18.1K 0.05% 133
2021
Q1 		$1.04M Buy
9,226
+410
+5% +$43K 0.05% 133
2020
Q4 		$911K Buy
8,816
+724
+9% +$76.3K 0.05% 157
2020
Q3 		$792K Buy
8,092
+963
+14% +$94.1K 0.05% 151
2020
Q2 		$652K Buy
7,129
+4,038
+131% +$357K 0.04% 166
2020
Q1 		$250K Buy
+3,091
New +$314K 0.02% 250

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

Forvis Mazars Wealth Advisors's DTE Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its DTE Energy (DTE) stake by 0.11% in Q2 2026, buying an estimated $3.07K and bringing the position to 18,929 shares worth $2.88M. The position accounts for 0.05% of the portfolio, ranked #130.

Forvis Mazars Wealth Advisors first reported a position in DTE in Q1 2020 and has held it in 26 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 18,929 shares of DTE Energy worth $2.88M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 21 DTE Energy shares in Q2 2026, an estimated $3.07K.
  • DTE Energy made up 0.05% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Forvis Mazars Wealth Advisors first reported a position in DTE Energy in Q1 2020 and has held it in 26 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.