Icon Wealth Advisors’s DTE Energy DTE Stock Holding History

Icon 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	$405K	Sell	2,656 -656	-20%	-$95.8K	0.02%	299
2026 Q1	$487K	Buy	3,312 +650	+24%	+$91.4K	0.03%	256
2025 Q4	$343K	Sell	2,662 -59	-2%	-$8.01K	0.02%	298
2025 Q3	$385K	Hold	2,721	–	–	0.03%	286
2025 Q2	$360K	Buy	2,721 +61	+2%	+$8.2K	0.03%	290
2025 Q1	$368K	Sell	2,660 -1	-0%	-$128	0.03%	260
2024 Q4	$321K	Hold	2,661	–	–	0.03%	290
2024 Q3	$342K	Buy	2,661 +9	+0.3%	+$1.08K	0.03%	273
2024 Q2	$320K	Sell	2,652 -9	-0.3%	-$1.01K	0.03%	272
2024 Q1	$298K	Buy	+2,661	New	+$287K	0.03%	283
2022 Q4	$359K	Hold	3,055	–	–	0.04%	222
2022 Q3	$351K	Buy	+3,055	New	+$395K	0.04%	219

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

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

Icon Wealth Advisors reduced its DTE Energy (DTE) stake by 20% in Q2 2026, selling an estimated $95.8K and leaving 2,656 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #299.

Icon Wealth Advisors first reported a position in DTE in Q3 2022 and has held it in 12 quarters since. The position peaked at $487K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Icon Wealth Advisors held 2,656 shares of DTE Energy worth $405K as of Q2 2026.
Icon Wealth Advisors sold 656 DTE Energy shares in Q2 2026, an estimated $95.8K.
DTE Energy made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #299 holding.
Icon Wealth Advisors first reported a position in DTE Energy in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's DTE Energy position peaked at $487K in Q1 2026.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.