NBC Securities’s DTE Energy DTE Stock Holding History

NBC Securities’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	$85.2K	Buy	559 +16	+3%	+$2.34K	0.01%	1123
2026 Q1	$79.4K	Hold	543	–	–	0.01%	1158
2025 Q4	$70K	Sell	543 -196	-27%	-$26.6K	0.01%	1205
2025 Q3	$105K	Sell	739 -382	-34%	-$52.3K	0.01%	1054
2025 Q2	$148K	Buy	1,121 +238	+27%	+$32K	0.01%	930
2025 Q1	$122K	Buy	+883	New	+$113K	0.01%	933
2024 Q4	–	Sell	-889	Closed	-$114K	–	1474
2024 Q3	$114K	Hold	889	–	–	0.01%	945
2024 Q2	$98K	Buy	889 +19	+2%	+$2.12K	0.01%	961
2024 Q1	$97K	Sell	870 -275	-24%	-$29.7K	0.01%	958
2023 Q4	$126K	Sell	1,145 -23,855	-95%	-$2.44M	0.01%	877
2023 Q3	$2.48M	Buy	+25,000	New	+$2.69M	0.27%	81

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

NBC Securities's DTE Position: Q2 2026 in Review

NBC Securities increased its DTE Energy (DTE) stake by 2.9% in Q2 2026, buying an estimated $2.34K and bringing the position to 559 shares worth $85.2K. The position accounts for 0.01% of the portfolio, ranked #1123.

NBC Securities first reported a position in DTE in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.48M in Q3 2023. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

NBC Securities held 559 shares of DTE Energy worth $85.2K as of Q2 2026.
NBC Securities bought 16 DTE Energy shares in Q2 2026, an estimated $2.34K.
DTE Energy made up 0.01% of NBC Securities's portfolio in Q2 2026, its #1123 holding.
NBC Securities first reported a position in DTE Energy in Q3 2023 and has held it in 11 quarters since.
NBC Securities's DTE Energy position peaked at $2.48M in Q3 2023.
1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.