Lloyd Advisory Services’s DTE Energy DTE Stock Holding History

Lloyd 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	$1.73K	Buy	+11	New	+$1.61K	﹤0.01%	530
2026 Q1	–	Sell	-3	Closed	-$426	–	897
2025 Q4	$426	Buy	+3	New	+$407	﹤0.01%	519
2024 Q2	–	Sell	-6,850	Closed	-$768K	–	121
2024 Q1	$768K	Buy	+6,850	New	+$739K	0.16%	104
2022 Q2	–	Sell	-183	Closed	-$24K	–	192
2022 Q1	$24K	Buy	183 +20	+12%	+$2.44K	0.01%	321
2021 Q4	$19K	Buy	163 +16	+11%	+$1.83K	0.01%	291
2021 Q3	$16K	Buy	147 +80	+119%	+$9.38K	0.01%	269
2021 Q2	$7K	Buy	67 +32	+91%	+$3.74K	﹤0.01%	302
2021 Q1	$4K	Hold	35	–	–	﹤0.01%	300
2020 Q4	$4K	Buy	+35	New	+$3.69K	﹤0.01%	265
2020 Q1	–	Sell	-19	Closed	-$2K	–	303
2019 Q4	$2K	Buy	+19	New	+$2.05K	﹤0.01%	300

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 $3.38T AUM 44.17% 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

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

Lloyd Advisory Services opened a new position in DTE Energy (DTE) in Q2 2026: 11 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in DTE as recently as Q4 2025.

Lloyd Advisory Services first reported a position in DTE in Q4 2019 and has held it in 10 quarters since. The position peaked at $768K in Q1 2024. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Lloyd Advisory Services held 11 shares of DTE Energy worth $1.73K as of Q2 2026.
DTE Energy was a new Lloyd Advisory Services position in Q2 2026.
DTE Energy made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #530 holding.
Lloyd Advisory Services first reported a position in DTE Energy in Q4 2019 and has held it in 10 quarters since.
Lloyd Advisory Services's DTE Energy position peaked at $768K in Q1 2024.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.