Gradient Investments’s DTE Energy DTE Stock Holding History

Gradient Investments’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	Buy	3,880 +2,426	+167%	+$354K	0.01%	362
2026 Q1	$213K	Buy	+1,454	New	+$204K	﹤0.01%	410
2025 Q4	–	Sell	-1,441	Closed	-$204K	–	356
2025 Q3	$204K	Buy	+1,441	New	+$197K	﹤0.01%	363
2024 Q3	–	Sell	-1,333	Closed	-$148K	–	567
2024 Q2	$148K	Buy	1,333 +635	+91%	+$71K	﹤0.01%	350
2024 Q1	$78.3K	Sell	698 -1,392	-67%	-$150K	﹤0.01%	379
2023 Q4	$230K	Hold	2,090	–	–	0.01%	322
2023 Q3	$207K	Sell	2,090 -350	-14%	-$37.7K	0.01%	313
2023 Q2	$268K	Buy	2,440 +374	+18%	+$41.7K	0.01%	298
2023 Q1	$226K	Sell	2,066 -292	-12%	-$32.7K	0.01%	284
2022 Q4	$277K	Sell	2,358 -873	-27%	-$99K	0.01%	276
2022 Q3	$372K	Hold	3,231	–	–	0.01%	245
2022 Q2	$410K	Buy	3,231 +232	+8%	+$30.3K	0.01%	237
2022 Q1	$396K	Hold	2,999	–	–	0.01%	243
2021 Q4	$359K	Buy	2,999 +1,000	+50%	+$114K	0.01%	239
2021 Q3	$223K	Buy	1,999 +36	+2%	+$4.22K	0.01%	268
2021 Q2	$217K	Hold	1,963	–	–	0.01%	272
2021 Q1	$222K	Buy	1,963 +1,326	+208%	+$139K	0.01%	278
2020 Q4	$62K	Hold	637	–	–	﹤0.01%	375
2020 Q3	$62K	Buy	637 +346	+119%	+$33.8K	﹤0.01%	376
2020 Q2	$27K	Sell	291 -255	-47%	-$22.6K	﹤0.01%	474
2020 Q1	$44K	Hold	546	–	–	﹤0.01%	367
2019 Q4	$60K	Buy	546 +481	+740%	+$51.9K	﹤0.01%	365
2019 Q3	$7K	Hold	65	–	–	﹤0.01%	733
2019 Q2	$7K	Sell	65 -29	-31%	-$3.11K	﹤0.01%	717
2019 Q1	$10K	Hold	94	–	–	﹤0.01%	547
2018 Q4	$9K	Sell	94 -805	-90%	-$78.6K	﹤0.01%	599
2018 Q3	$83K	Hold	899	–	–	﹤0.01%	301
2018 Q2	$79K	Buy	899 +29	+3%	+$2.51K	﹤0.01%	286
2018 Q1	$77K	Sell	870 -8	-0.9%	-$701	﹤0.01%	293
2017 Q4	$82K	Buy	+878	New	+$83.4K	﹤0.01%	296
2017 Q3	–	Sell	-1,231	Closed	-$111K	–	351
2017 Q2	$111K	Buy	1,231 +3	+0.2%	+$272	0.01%	248
2017 Q1	$107K	Sell	1,228 -1,180	-49%	-$99.9K	0.01%	254
2016 Q4	$202K	Buy	2,408 +416	+21%	+$33.4K	0.02%	183
2016 Q3	$159K	Hold	1,992	–	–	0.02%	189
2016 Q2	$168K	Buy	1,992 +241	+14%	+$18.6K	0.02%	188
2016 Q1	$135K	Hold	1,751	–	–	0.02%	197
2015 Q4	$119K	Hold	1,751	–	–	0.02%	199
2015 Q3	$120K	Buy	+1,751	New	+$117K	0.02%	187
2013 Q4	–	Sell	-7	Closed	–	–	594
2013 Q3	$0	Sell	7 -42	-86%	-$2.43K	﹤0.01%	511
2013 Q2	$3K	Buy	+49	New	+$2.89K	﹤0.01%	341

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

Gradient Investments's DTE Position: Q2 2026 in Review

Gradient Investments increased its DTE Energy (DTE) stake by 167% in Q2 2026, buying an estimated $354K and bringing the position to 3,880 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #362.

Gradient Investments first reported a position in DTE in Q2 2013 and has held it in 40 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Gradient Investments held 3,880 shares of DTE Energy worth $591K as of Q2 2026.
Gradient Investments bought 2,426 DTE Energy shares in Q2 2026, an estimated $354K.
DTE Energy made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #362 holding.
Gradient Investments first reported a position in DTE Energy in Q2 2013 and has held it in 40 quarters since.
1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.