Global Assets Advisory’s DTE Energy DTE Stock Holding History

Global Assets 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	–	Sell	-1,000	Closed	-$146K	–	374
2026 Q1	$146K	Buy	+1,000	New	+$141K	0.04%	253
2025 Q2	–	Sell	-3,000	Closed	-$396K	–	240
2025 Q1	$396K	Buy	+3,000	New	+$383K	0.07%	186
2024 Q2	–	Sell	-1,000	Closed	-$111K	–	181
2024 Q1	$111K	Buy	+1,000	New	+$108K	0.07%	178

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

Global Assets Advisory's DTE Position: Q2 2026 in Review

Global Assets Advisory sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 1,000 shares — an estimated $146K sold.

Global Assets Advisory first reported a position in DTE in Q1 2024 and held it in 3 quarters. The position peaked at $396K in Q1 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Global Assets Advisory reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
Global Assets Advisory sold 1,000 DTE Energy shares in Q2 2026, an estimated $146K.
Global Assets Advisory first reported a position in DTE Energy in Q1 2024 and held it in 3 quarters.
Global Assets Advisory's DTE Energy position peaked at $396K in Q1 2025.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

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