Great Valley Advisor Group’s DTE Energy DTE Stock Holding History

Great Valley Advisor Group’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 Q1	$492K	Buy	3,365 +1,650	+96%	+$232K	0.01%	694
2025 Q4	$221K	Buy	+1,715	New	+$233K	﹤0.01%	864
2025 Q2	–	Sell	-1,562	Closed	-$215K	–	905
2025 Q1	$215K	Buy	+1,562	New	+$199K	﹤0.01%	816
2022 Q3	–	Sell	-1,656	Closed	-$210K	–	684
2022 Q2	$210K	Buy	+1,656	New	+$216K	0.01%	627
2021 Q2	–	Sell	-1,805	Closed	-$204K	–	544
2021 Q1	$204K	Buy	+1,805	New	+$190K	0.02%	476

Other funds holding DTE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Great Valley Advisor Group's DTE Position: Q1 2026 in Review

Great Valley Advisor Group increased its DTE Energy (DTE) stake by 96% in Q1 2026, buying an estimated $232K and bringing the position to 3,365 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #694.

Great Valley Advisor Group first reported a position in DTE in Q1 2021 and has held it in 5 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Great Valley Advisor Group held 3,365 shares of DTE Energy worth $492K as of Q1 2026.
Great Valley Advisor Group bought 1,650 DTE Energy shares in Q1 2026, an estimated $232K.
DTE Energy made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #694 holding.
Great Valley Advisor Group first reported a position in DTE Energy in Q1 2021 and has held it in 5 quarters since.
981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.