IWA
DTE icon

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
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
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

Icon Wealth Advisors's DTE Position: Q1 2026 in Review

Icon Wealth Advisors increased its DTE Energy (DTE) stake by 24% in Q1 2026, buying an estimated $91.4K and bringing the position to 3,312 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #256.

Icon Wealth Advisors first reported a position in DTE in Q3 2022 and has held it in 11 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Icon Wealth Advisors held 3,312 shares of DTE Energy worth $487K as of Q1 2026.
  • Icon Wealth Advisors bought 650 DTE Energy shares in Q1 2026, an estimated $91.4K.
  • DTE Energy made up 0.03% of Icon Wealth Advisors's portfolio in Q1 2026, its #256 holding.
  • Icon Wealth Advisors first reported a position in DTE Energy in Q3 2022 and has held it in 11 quarters since.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.