Kestra Advisory Services
DTE icon

Kestra Advisory Services’s DTE Energy DTE Stock Holding History

Kestra Advisory Services’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
Q3 		$3.07M Buy
25,185
+6,285
+33% +$873K 0.01% 1169
2026
Q2 		$2.88M Sell
18,900
-180
-0.9% -$26.3K 0.01% 1139
2026
Q1 		$2.79M Sell
19,080
-331
-2% -$46.5K 0.01% 1104
2025
Q4 		$2.5M Buy
19,411
+362
+2% +$49.2K 0.01% 1092
2025
Q3 		$2.69M Sell
19,049
-555
-3% -$76K 0.01% 996
2025
Q2 		$2.6M Sell
19,604
-1,542
-7% -$207K 0.01% 945
2025
Q1 		$2.92M Sell
21,146
-1,892
-8% -$241K 0.01% 810
2024
Q4 		$2.78M Sell
23,038
-36
-0.2% -$4.44K 0.02% 832
2024
Q3 		$2.96M Sell
23,074
-1,760
-7% -$212K 0.02% 780
2024
Q2 		$2.71M Buy
24,834
+2,578
+12% +$288K 0.02% 816
2024
Q1 		$2.5M Buy
22,256
+6,474
+41% +$699K 0.02% 780
2023
Q4 		$1.74M Buy
15,782
+1,091
+7% +$112K 0.01% 857
2023
Q3 		$1.46M Buy
14,691
+1,128
+8% +$121K 0.01% 819
2023
Q2 		$1.49M Buy
13,563
+1,554
+13% +$173K 0.01% 802
2023
Q1 		$1.32M Sell
12,009
-1,917
-14% -$215K 0.01% 822
2022
Q4 		$1.64M Buy
13,926
+489
+4% +$55.4K 0.01% 831
2022
Q3 		$1.55M Buy
13,437
+1,772
+15% +$229K 0.02% 771
2022
Q2 		$1.48M Buy
11,665
+4,099
+54% +$535K 0.02% 788
2022
Q1 		$1M Sell
7,566
-687
-8% -$83.8K 0.01% 958
2021
Q4 		$987K Sell
8,253
-679
-8% -$77.6K 0.01% 991
2021
Q3 		$998K Sell
8,932
-629
-7% -$73.8K 0.01% 1016
2021
Q2 		$1.06M Buy
9,561
+664
+7% +$77.7K 0.01% 914
2021
Q1 		$1.01M Sell
8,897
-3,290
-27% -$345K 0.01% 859
2020
Q4 		$1.24M Buy
12,187
+12,069
+10,228% +$1.27M 0.01% 764
2020
Q3 		$722K Buy
+118
New +$11.5K 0.01% 726

Other funds holding DTE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Kestra Advisory Services's DTE Position: Q3 2026 in Review

Kestra Advisory Services increased its DTE Energy (DTE) stake by 33% in Q3 2026, buying an estimated $873K and bringing the position to 25,185 shares worth $3.07M. The position accounts for 0.01% of the portfolio, ranked #1169.

Kestra Advisory Services first reported a position in DTE in Q3 2020 and has held it in 25 quarters since. 499 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Kestra Advisory Services held 25,185 shares of DTE Energy worth $3.07M as of Q3 2026.
  • Kestra Advisory Services bought 6,285 DTE Energy shares in Q3 2026, an estimated $873K.
  • DTE Energy made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1169 holding.
  • Kestra Advisory Services first reported a position in DTE Energy in Q3 2020 and has held it in 25 quarters since.
  • 499 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.