Heritage Wealth Advisors’s DTE Energy DTE Stock Holding History

Heritage Wealth Advisors’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	$68.6K	Hold	450	–	–	﹤0.01%	300
2026 Q1	$65.8K	Hold	450	–	–	﹤0.01%	292
2025 Q4	$58K	Hold	450	–	–	﹤0.01%	307
2025 Q3	$63.6K	Buy	450 +50	+13%	+$6.85K	﹤0.01%	283
2025 Q2	$53K	Hold	400	–	–	﹤0.01%	293
2025 Q1	$55.3K	Sell	400 -25	-6%	-$3.19K	﹤0.01%	293
2024 Q4	$51.3K	Buy	425 +4	+1%	+$493	﹤0.01%	304
2024 Q3	$54.1K	Buy	421 +21	+5%	+$2.53K	﹤0.01%	321
2024 Q2	$44.4K	Hold	400	–	–	﹤0.01%	315
2024 Q1	$44.9K	Hold	400	–	–	﹤0.01%	336
2023 Q4	$44.1K	Hold	400	–	–	﹤0.01%	346
2023 Q3	$39.7K	Hold	400	–	–	﹤0.01%	322
2023 Q2	$44K	Hold	400	–	–	﹤0.01%	335
2023 Q1	$43.8K	Hold	400	–	–	﹤0.01%	335
2022 Q4	$47K	Hold	400	–	–	﹤0.01%	329
2022 Q3	$46K	Hold	400	–	–	﹤0.01%	308
2022 Q2	$51K	Sell	400 -75	-16%	-$9.78K	﹤0.01%	325
2022 Q1	$63K	Hold	475	–	–	﹤0.01%	291
2021 Q4	$57K	Hold	475	–	–	﹤0.01%	318
2021 Q3	$53.1K	Sell	475 -83	-15%	-$9.74K	﹤0.01%	311
2021 Q2	$61.6K	Hold	558	–	–	﹤0.01%	307
2021 Q1	$63.2K	Buy	558 +205	+58%	+$21.5K	﹤0.01%	309
2020 Q4	$36K	Buy	+353	New	+$37.2K	﹤0.01%	357

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

Heritage Wealth Advisors's DTE Position: Q2 2026 in Review

Heritage Wealth Advisors held its DTE Energy (DTE) position steady in Q2 2026 at 450 shares worth $68.6K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Heritage Wealth Advisors first reported a position in DTE in Q4 2020 and has held it in 23 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Heritage Wealth Advisors held 450 shares of DTE Energy worth $68.6K as of Q2 2026.
Heritage Wealth Advisors left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #300 holding.
Heritage Wealth Advisors first reported a position in DTE Energy in Q4 2020 and has held it in 23 quarters since.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.