Level Four Advisory Services’s DTE Energy DTE Stock Holding History

Level Four 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	$410K	Sell	2,691 -102	-4%	-$14.9K	0.01%	670
2026 Q1	$408K	Buy	2,793 +246	+10%	+$34.6K	0.01%	634
2025 Q4	$329K	Sell	2,547 -1,147	-31%	-$156K	0.01%	671
2025 Q3	$523K	Buy	3,694 +1,207	+49%	+$165K	0.02%	546
2025 Q2	$330K	Buy	+2,487	New	+$334K	0.01%	637
2020 Q3	–	Sell	-2,280	Closed	-$204K	–	554
2020 Q2	$204K	Buy	+2,280	New	+$202K	0.02%	534
2019 Q3	–	Sell	-2,769	Closed	-$301K	–	507
2019 Q2	$301K	Sell	2,769 -125	-4%	-$13.4K	0.03%	424
2019 Q1	$307K	Sell	2,894 -1,842	-39%	-$186K	0.03%	405
2018 Q4	$445K	Sell	4,736 -2,107	-31%	-$206K	0.06%	319
2018 Q3	$636K	Sell	6,843 -124	-2%	-$11.6K	0.07%	293
2018 Q2	$614K	Buy	6,967 +4,685	+205%	+$406K	0.04%	336
2018 Q1	$203K	Buy	+2,282	New	+$200K	0.02%	502

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Level Four Advisory Services's DTE Position: Q2 2026 in Review

Level Four Advisory Services reduced its DTE Energy (DTE) stake by 3.7% in Q2 2026, selling an estimated $14.9K and leaving 2,691 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #670.

Level Four Advisory Services first reported a position in DTE in Q1 2018 and has held it in 12 quarters since. The position peaked at $636K in Q3 2018. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Level Four Advisory Services held 2,691 shares of DTE Energy worth $410K as of Q2 2026.
Level Four Advisory Services sold 102 DTE Energy shares in Q2 2026, an estimated $14.9K.
DTE Energy made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #670 holding.
Level Four Advisory Services first reported a position in DTE Energy in Q1 2018 and has held it in 12 quarters since.
Level Four Advisory Services's DTE Energy position peaked at $636K in Q3 2018.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.