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Legacy Financial Advisors’s DTE Energy DTE Stock Holding History

Legacy Financial 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 		$222K Buy
+1,457
New +$213K 0.03% 402
2019
Q2 		– Sell
-207
Closed -$22K – 327
2019
Q1 		$22K Buy
207
+35
+20% +$3.54K 0.01% 430
2018
Q4 		$16K Buy
+172
New +$16.8K 0.01% 452

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

Legacy Financial Advisors's DTE Position: Q2 2026 in Review

Legacy Financial Advisors opened a new position in DTE Energy (DTE) in Q2 2026: 1,457 shares worth $222K. The stake represents 0.03% of the portfolio and ranks #402 among its holdings. This is a return to the name: Legacy Financial Advisors previously reported a position in DTE as recently as Q1 2019.

Legacy Financial Advisors first reported a position in DTE in Q4 2018 and has held it in 3 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Legacy Financial Advisors held 1,457 shares of DTE Energy worth $222K as of Q2 2026.
  • DTE Energy was a new Legacy Financial Advisors position in Q2 2026.
  • DTE Energy made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #402 holding.
  • Legacy Financial Advisors first reported a position in DTE Energy in Q4 2018 and has held it in 3 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.