HWA
DTE icon

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
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
BlackRock New York $5.7T 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 $431B 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 $653B AUM 32.41% 1-Year Est. Return