IPWA
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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
Q2 		$308K Buy
2,025
+3
+0.1% +$438 0.16% 134
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

International Private Wealth Advisors's DTE Position: Q2 2026 in Review

International Private Wealth Advisors increased its DTE Energy (DTE) stake by 0.15% in Q2 2026, buying an estimated $438 and bringing the position to 2,025 shares worth $308K. The position accounts for 0.16% of the portfolio, ranked #134.

International Private Wealth Advisors first reported a position in DTE in Q1 2024 and has held it in 10 quarters since. The position peaked at $361K in Q1 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • International Private Wealth Advisors held 2,025 shares of DTE Energy worth $308K as of Q2 2026.
  • International Private Wealth Advisors bought 3 DTE Energy shares in Q2 2026, an estimated $438.
  • DTE Energy made up 0.16% of International Private Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • International Private Wealth Advisors first reported a position in DTE Energy in Q1 2024 and has held it in 10 quarters since.
  • International Private Wealth Advisors's DTE Energy position peaked at $361K in Q1 2025.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.