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Gladstone Institutional Advisory’s DTE Energy DTE Stock Holding History

Gladstone Institutional Advisory’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 		$591K Sell
3,876
-191
-5% -$27.9K 0.02% 541
2026
Q1 		$595K Sell
4,067
-90
-2% -$12.7K 0.02% 503
2025
Q4 		$536K Sell
4,157
-494
-11% -$67.1K 0.02% 485
2025
Q3 		$658K Buy
4,651
+10
+0.2% +$1.37K 0.03% 450
2025
Q2 		$615K Buy
4,641
+127
+3% +$17.1K 0.03% 445
2025
Q1 		$624K Buy
4,514
+454
+11% +$57.9K 0.03% 417
2024
Q4 		$490K Buy
4,060
+35
+0.9% +$4.32K 0.02% 478
2024
Q3 		$517K Buy
4,025
+2
+0% +$241 0.03% 439
2024
Q2 		$447K Sell
4,023
-32
-0.8% -$3.58K 0.02% 446
2024
Q1 		$455K Sell
4,055
-250
-6% -$27K 0.03% 437
2023
Q4 		$475K Buy
4,305
+262
+6% +$26.8K 0.03% 429
2023
Q3 		$401K Buy
4,043
+206
+5% +$22.2K 0.03% 430
2023
Q2 		$422K Sell
3,837
-20
-0.5% -$2.23K 0.03% 436
2023
Q1 		$422K Hold
3,857
– – 0.03% 448
2022
Q4 		$453K Sell
3,857
-156
-4% -$17.7K 0.03% 420
2022
Q3 		$462K Buy
4,013
+6
+0.1% +$775 0.04% 412
2022
Q2 		$508K Sell
4,007
-109
-3% -$14.2K 0.04% 409
2022
Q1 		$544K Buy
+4,116
New +$502K 0.04% 417

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

Gladstone Institutional Advisory's DTE Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its DTE Energy (DTE) stake by 4.7% in Q2 2026, selling an estimated $27.9K and leaving 3,876 shares worth $591K. The position accounts for 0.02% of the portfolio, ranked #541.

Gladstone Institutional Advisory first reported a position in DTE in Q1 2022 and has held it in 18 quarters since. The position peaked at $658K in Q3 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Gladstone Institutional Advisory held 3,876 shares of DTE Energy worth $591K as of Q2 2026.
  • Gladstone Institutional Advisory sold 191 DTE Energy shares in Q2 2026, an estimated $27.9K.
  • DTE Energy made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #541 holding.
  • Gladstone Institutional Advisory first reported a position in DTE Energy in Q1 2022 and has held it in 18 quarters since.
  • Gladstone Institutional Advisory's DTE Energy position peaked at $658K in Q3 2025.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.