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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
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 		$1.05M 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

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

Kestra Advisory Services's DTE Position: Q2 2026 in Review

Kestra Advisory Services reduced its DTE Energy (DTE) stake by 0.94% in Q2 2026, selling an estimated $26.3K and leaving 18,900 shares worth $2.88M. The position accounts for 0.01% of the portfolio, ranked #1139.

Kestra Advisory Services first reported a position in DTE in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.96M in Q3 2024. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Kestra Advisory Services held 18,900 shares of DTE Energy worth $2.88M as of Q2 2026.
  • Kestra Advisory Services sold 180 DTE Energy shares in Q2 2026, an estimated $26.3K.
  • DTE Energy made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1139 holding.
  • Kestra Advisory Services first reported a position in DTE Energy in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's DTE Energy position peaked at $2.96M in Q3 2024.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.