International Private Wealth Advisors’s DTE Energy DTE Stock Holding History

International Private 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	$296K	Buy	2,022 +86	+4%	+$12.1K	0.18%	125
2025 Q4	$250K	Sell	1,936 -9	-0.5%	-$1.22K	0.16%	136
2025 Q3	$275K	Sell	1,945 -261	-12%	-$35.8K	0.17%	132
2025 Q2	$292K	Sell	2,206 -407	-16%	-$54.7K	0.25%	120
2025 Q1	$361K	Buy	2,613 +302	+13%	+$38.5K	0.35%	84
2024 Q4	$279K	Buy	2,311 +43	+2%	+$5.3K	0.28%	105
2024 Q3	$291K	Sell	2,268 -132	-6%	-$15.9K	0.43%	75
2024 Q2	$266K	Buy	2,400 +11	+0.5%	+$1.23K	0.45%	85
2024 Q1	$268K	Buy	+2,389	New	+$258K	0.52%	79

Other funds holding DTE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

International Private Wealth Advisors's DTE Position: Q1 2026 in Review

International Private Wealth Advisors increased its DTE Energy (DTE) stake by 4.4% in Q1 2026, buying an estimated $12.1K and bringing the position to 2,022 shares worth $296K. The position accounts for 0.18% of the portfolio, ranked #125.

International Private Wealth Advisors first reported a position in DTE in Q1 2024 and has held it in 9 quarters since. The position peaked at $361K in Q1 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

International Private Wealth Advisors held 2,022 shares of DTE Energy worth $296K as of Q1 2026.
International Private Wealth Advisors bought 86 DTE Energy shares in Q1 2026, an estimated $12.1K.
DTE Energy made up 0.18% of International Private Wealth Advisors's portfolio in Q1 2026, its #125 holding.
International Private Wealth Advisors first reported a position in DTE Energy in Q1 2024 and has held it in 9 quarters since.
International Private Wealth Advisors's DTE Energy position peaked at $361K in Q1 2025.
981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.