J.W. Cole Advisors’s DTE Energy DTE Stock Holding History

J.W. Cole 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	$3.09M	Buy	+20,279	New	+$2.96M	0.05%	356
2026 Q1	–	Sell	-20,420	Closed	-$2.63M	–	926
2025 Q4	$2.63M	Sell	20,420 -493	-2%	-$66.9K	0.06%	302
2025 Q3	$2.96M	Buy	20,913 +1,079	+5%	+$148K	0.06%	333
2025 Q2	$2.63M	Buy	19,834 +1,118	+6%	+$150K	0.06%	325
2025 Q1	$2.59M	Buy	+18,716	New	+$2.39M	0.08%	249
2020 Q4	–	Sell	-17,677	Closed	-$1.73M	–	693
2020 Q3	$1.73M	Buy	+17,677	New	+$1.73M	0.13%	170

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

J.W. Cole Advisors's DTE Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in DTE Energy (DTE) in Q2 2026: 20,279 shares worth $3.09M. The stake represents 0.05% of the portfolio and ranks #356 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in DTE as recently as Q4 2025.

J.W. Cole Advisors first reported a position in DTE in Q3 2020 and has held it in 6 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

J.W. Cole Advisors held 20,279 shares of DTE Energy worth $3.09M as of Q2 2026.
DTE Energy was a new J.W. Cole Advisors position in Q2 2026.
DTE Energy made up 0.05% of J.W. Cole Advisors's portfolio in Q2 2026, its #356 holding.
J.W. Cole Advisors first reported a position in DTE Energy in Q3 2020 and has held it in 6 quarters since.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.