GoalVest Advisory’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Other funds holding DTE
JT
GoalVest Advisory's DTE Position: Q2 2026 in Review
GoalVest Advisory increased its DTE Energy (DTE) stake by 3.9% in Q2 2026, buying an estimated $44K and bringing the position to 8,022 shares worth $1.22M. The position accounts for 0.23% of the portfolio, ranked #59.
GoalVest Advisory first reported a position in DTE in Q1 2022 and has held it in 8 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.
- GoalVest Advisory held 8,022 shares of DTE Energy worth $1.22M as of Q2 2026.
- GoalVest Advisory bought 301 DTE Energy shares in Q2 2026, an estimated $44K.
- DTE Energy made up 0.23% of GoalVest Advisory's portfolio in Q2 2026, its #59 holding.
- GoalVest Advisory first reported a position in DTE Energy in Q1 2022 and has held it in 8 quarters since.
- 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.
Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.