N.E.W. Advisory Services’s DTE Energy DTE Stock Holding History

N.E.W. 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	$35.1K	Buy	230 +1	+0.4%	+$146	﹤0.01%	438
2026 Q1	$33.5K	Buy	229 +2	+0.9%	+$281	﹤0.01%	422
2025 Q4	$29.3K	Buy	227 +1	+0.4%	+$136	﹤0.01%	431
2025 Q3	$32K	Buy	226 +1	+0.4%	+$137	﹤0.01%	382
2025 Q2	$29.8K	Buy	225 +2	+0.9%	+$269	﹤0.01%	391
2025 Q1	$30.9K	Buy	+223	New	+$28.5K	﹤0.01%	429
2022 Q2	–	Sell	-1,974	Closed	-$263K	–	134
2022 Q1	$263K	Buy	+1,974	New	+$241K	0.05%	112
2021 Q2	–	Sell	-2,319	Closed	-$263K	–	135
2021 Q1	$263K	Buy	2,319 +1	+0%	+$105	0.05%	113
2020 Q4	$239K	Buy	2,318 +71	+3%	+$7.48K	0.05%	117
2020 Q3	$220K	Buy	2,247 +3	+0.1%	+$293	0.06%	89
2020 Q2	$205K	Buy	+2,244	New	+$199K	0.06%	82
2019 Q4	$248K	Buy	+2,243	New	+$242K	0.08%	77

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

N.E.W. Advisory Services's DTE Position: Q2 2026 in Review

N.E.W. Advisory Services increased its DTE Energy (DTE) stake by 0.44% in Q2 2026, buying an estimated $146 and bringing the position to 230 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

N.E.W. Advisory Services first reported a position in DTE in Q4 2019 and has held it in 12 quarters since. The position peaked at $263K in Q1 2022. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

N.E.W. Advisory Services held 230 shares of DTE Energy worth $35.1K as of Q2 2026.
N.E.W. Advisory Services bought 1 DTE Energy share in Q2 2026, an estimated $146.
DTE Energy made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #438 holding.
N.E.W. Advisory Services first reported a position in DTE Energy in Q4 2019 and has held it in 12 quarters since.
N.E.W. Advisory Services's DTE Energy position peaked at $263K in Q1 2022.
1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.