LWANC
DTE icon

Laurel Wealth Advisors (North Carolina)’s DTE Energy DTE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-195
Closed -$25.2K – 310
2025
Q4 		$25.2K Buy
+195
New +$26.5K ﹤0.01% 409
2025
Q2 		– Sell
-195
Closed -$27K – 311
2025
Q1 		$27K Hold
195
– – ﹤0.01% 381
2024
Q4 		$23.5K Hold
195
– – ﹤0.01% 400
2024
Q3 		$25K Buy
+195
New +$23.5K ﹤0.01% 384

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s DTE Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 195 shares — an estimated $25.2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in DTE in Q3 2024 and held it in 4 quarters. The position peaked at $27K in Q1 2025. 989 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 195 DTE Energy shares in Q1 2026, an estimated $25.2K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in DTE Energy in Q3 2024 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s DTE Energy position peaked at $27K in Q1 2025.
  • 989 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.