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 Q2	$513K	Hold	3,365	–	–	0.01%	719
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 $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 $3.38T AUM 44.17% 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

Great Valley Advisor Group's DTE Position: Q2 2026 in Review

Great Valley Advisor Group held its DTE Energy (DTE) position steady in Q2 2026 at 3,365 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #719.

Great Valley Advisor Group first reported a position in DTE in Q1 2021 and has held it in 6 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Great Valley Advisor Group held 3,365 shares of DTE Energy worth $513K as of Q2 2026.
Great Valley Advisor Group left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #719 holding.
Great Valley Advisor Group first reported a position in DTE Energy in Q1 2021 and has held it in 6 quarters since.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.