GAFA
DTE icon

Garton & Associates Financial Advisors’s DTE Energy DTE Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-30
Closed -$3.87K – 279
2025
Q4 		$3.87K Buy
+30
New +$4.07K ﹤0.01% 1027

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Garton & Associates Financial Advisors's DTE Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 30 shares — an estimated $3.87K sold.

Garton & Associates Financial Advisors first reported a position in DTE in Q4 2025 and held it in 1 quarter. The position peaked at $3.87K in Q4 2025. 987 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 30 DTE Energy shares in Q1 2026, an estimated $3.87K.
  • Garton & Associates Financial Advisors first reported a position in DTE Energy in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's DTE Energy position peaked at $3.87K in Q4 2025.
  • 987 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.