IMA Advisory Services’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$307 Hold
2
﹤0.01% 1303
2026
Q1
$294 Hold
2
﹤0.01% 920
2025
Q4
$260 Hold
2
﹤0.01% 917
2025
Q3
$285 Hold
2
﹤0.01% 457
2025
Q2
$267 Buy
+2
New +$269 ﹤0.01% 447
2022
Q4
Sell
-2
Closed 374
2022
Q3
$0 Buy
+2
New +$258 ﹤0.01% 353
2020
Q4
Sell
-33
Closed -$3K 297
2020
Q3
$3K Buy
+33
New +$3.22K ﹤0.01% 248

Other funds holding DTE

IMA Advisory Services's DTE Position: Q2 2026 in Review

IMA Advisory Services held its DTE Energy (DTE) position steady in Q2 2026 at 2 shares worth $307. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

IMA Advisory Services first reported a position in DTE in Q3 2020 and has held it in 7 quarters since. The position peaked at $3K in Q3 2020. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • IMA Advisory Services held 2 shares of DTE Energy worth $307 as of Q2 2026.
  • IMA Advisory Services left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1303 holding.
  • IMA Advisory Services first reported a position in DTE Energy in Q3 2020 and has held it in 7 quarters since.
  • IMA Advisory Services's DTE Energy position peaked at $3K in Q3 2020.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.