Gilliland Jeter Wealth Management’s DTE Energy DTE Stock Holding History

Gilliland Jeter Wealth Management’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	$3.42M	Hold	22,425	–	–	0.9%	27
2026 Q1	$3.28M	Hold	22,425	–	–	0.97%	25
2025 Q4	$2.89M	Hold	22,425	–	–	0.87%	30
2025 Q3	$3.17M	Hold	22,425	–	–	0.98%	27
2025 Q2	$2.97M	Hold	22,425	–	–	0.97%	24
2025 Q1	$3.1M	Hold	22,425	–	–	1.1%	22
2024 Q4	$2.71M	Hold	22,425	–	–	0.91%	28
2024 Q3	$2.88M	Hold	22,425	–	–	0.93%	26
2024 Q2	$2.49M	Hold	22,425	–	–	0.84%	30
2024 Q1	$2.51M	Hold	22,425	–	–	0.88%	29
2023 Q4	$2.47M	Buy	+22,425	New	+$2.3M	1.02%	26

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

Gilliland Jeter Wealth Management's DTE Position: Q2 2026 in Review

Gilliland Jeter Wealth Management held its DTE Energy (DTE) position steady in Q2 2026 at 22,425 shares worth $3.42M. The position accounts for 0.9% of the portfolio, ranked #27.

Gilliland Jeter Wealth Management first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Gilliland Jeter Wealth Management held 22,425 shares of DTE Energy worth $3.42M as of Q2 2026.
Gilliland Jeter Wealth Management left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.9% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #27 holding.
Gilliland Jeter Wealth Management first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.