Mount Yale Investment Advisors’s DTE Energy DTE Stock Holding History

Mount Yale Investment 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	$1.4M	Buy	9,133 +45	+0.5%	+$6.57K	0.03%	502
2026 Q1	$1.34M	Sell	9,088 -710	-7%	-$99.8K	0.03%	454
2025 Q4	$1.28M	Buy	9,798 +5,808	+146%	+$789K	0.06%	272
2025 Q3	$569K	Buy	3,990 +3,838	+2,525%	+$526K	0.04%	395
2025 Q2	$20.1K	Buy	+152	New	+$20.4K	﹤0.01%	1040

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

Mount Yale Investment Advisors's DTE Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its DTE Energy (DTE) stake by 0.5% in Q2 2026, buying an estimated $6.57K and bringing the position to 9,133 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #502.

Mount Yale Investment Advisors first reported a position in DTE in Q2 2025 and has held it in 5 quarters since. 1,033 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Mount Yale Investment Advisors held 9,133 shares of DTE Energy worth $1.4M as of Q2 2026.
Mount Yale Investment Advisors bought 45 DTE Energy shares in Q2 2026, an estimated $6.57K.
DTE Energy made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #502 holding.
Mount Yale Investment Advisors first reported a position in DTE Energy in Q2 2025 and has held it in 5 quarters since.
1,033 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.