HSA
DTE icon

HBK Sorce Advisory’s DTE Energy DTE Stock Holding History

HBK Sorce 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
Q1 		– Sell
-2,231
Closed -$301K – 672
2025
Q4 		$301K Sell
2,231
-5
-0.2% -$679 0.01% 476
2025
Q3 		$319K Buy
2,236
+25
+1% +$3.42K 0.01% 459
2025
Q2 		$293K Buy
2,211
+12
+0.5% +$1.61K 0.01% 465
2025
Q1 		$304K Hold
2,199
– – 0.01% 447
2024
Q4 		$266K Buy
2,199
+397
+22% +$49K 0.01% 482
2024
Q3 		$231K Sell
1,802
-120
-6% -$14.5K 0.01% 509
2024
Q2 		$213K Buy
+1,922
New +$215K 0.01% 513
2024
Q1 		– Sell
-2,059
Closed -$227K – 611
2023
Q4 		$227K Buy
+2,059
New +$211K 0.01% 489

Other funds holding DTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HBK Sorce Advisory's DTE Position: Q1 2026 in Review

HBK Sorce Advisory sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 2,231 shares — an estimated $301K sold.

HBK Sorce Advisory first reported a position in DTE in Q4 2023 and held it in 8 quarters. The position peaked at $319K in Q3 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • HBK Sorce Advisory reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
  • HBK Sorce Advisory sold 2,231 DTE Energy shares in Q1 2026, an estimated $301K.
  • HBK Sorce Advisory first reported a position in DTE Energy in Q4 2023 and held it in 8 quarters.
  • HBK Sorce Advisory's DTE Energy position peaked at $319K in Q3 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.