JWA
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JFS Wealth Advisors’s DTE Energy DTE Stock Holding History

JFS 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 		$7.96K Buy
52
+13
+33% +$1.9K ﹤0.01% 1106
2026
Q1 		$6.08K Sell
39
-340
-90% -$47.8K ﹤0.01% 1124
2025
Q4 		$49.3K Buy
379
+20
+6% +$2.72K ﹤0.01% 522
2025
Q3 		$51.1K Buy
359
+297
+479% +$40.7K ﹤0.01% 503
2025
Q2 		$8.21K Buy
62
+15
+32% +$2.02K ﹤0.01% 927
2025
Q1 		$6.5K Sell
47
-6
-11% -$766 ﹤0.01% 1021
2024
Q4 		$6.4K Buy
53
+3
+6% +$370 ﹤0.01% 1023
2024
Q3 		$6.42K Buy
50
+13
+35% +$1.57K ﹤0.01% 1027
2024
Q2 		$4.11K Buy
37
+24
+185% +$2.68K ﹤0.01% 1143
2024
Q1 		$1.46K Sell
13
-8
-38% -$863 ﹤0.01% 1551
2023
Q4 		$2.32K Buy
21
+4
+24% +$410 ﹤0.01% 1362
2023
Q3 		$1.69K Sell
17
-24
-59% -$2.58K ﹤0.01% 1427
2023
Q2 		$4.51K Buy
41
+3
+8% +$334 ﹤0.01% 1049
2023
Q1 		$4.16K Sell
38
-10
-21% -$1.12K ﹤0.01% 1068
2022
Q4 		$5.64K Sell
48
-13
-21% -$1.47K ﹤0.01% 947
2022
Q3 		$7K Sell
61
-10
-14% -$1.29K ﹤0.01% 856
2022
Q2 		$9K Buy
71
+26
+58% +$3.39K ﹤0.01% 789
2022
Q1 		$6K Buy
45
+29
+181% +$3.54K ﹤0.01% 963
2021
Q4 		$2K Buy
+16
New +$1.83K ﹤0.01% 1061

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's DTE Position: Q2 2026 in Review

JFS Wealth Advisors increased its DTE Energy (DTE) stake by 33% in Q2 2026, buying an estimated $1.9K and bringing the position to 52 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

JFS Wealth Advisors first reported a position in DTE in Q4 2021 and has held it in 19 quarters since. The position peaked at $51.1K in Q3 2025. 1,029 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • JFS Wealth Advisors held 52 shares of DTE Energy worth $7.96K as of Q2 2026.
  • JFS Wealth Advisors bought 13 DTE Energy shares in Q2 2026, an estimated $1.9K.
  • DTE Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1106 holding.
  • JFS Wealth Advisors first reported a position in DTE Energy in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's DTE Energy position peaked at $51.1K in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.