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NewEdge Advisors’s DTE Energy DTE Stock Holding History

NewEdge 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 		$11.7M Sell
76,722
-5,098
-6% -$745K 0.03% 457
2026
Q1 		$12M Sell
81,820
-291,421
-78% -$41M 0.04% 405
2025
Q4 		$48.1M Buy
373,241
+6,362
+2% +$864K 0.17% 113
2025
Q3 		$51.9M Buy
366,879
+2,955
+0.8% +$405K 0.24% 83
2025
Q2 		$48.2M Buy
363,924
+27,457
+8% +$3.69M 0.25% 82
2025
Q1 		$46.5M Buy
336,467
+11,501
+4% +$1.47M 0.28% 76
2024
Q4 		$39.2M Buy
324,966
+7,758
+2% +$957K 0.24% 88
2024
Q3 		$40.7M Buy
317,208
+23,246
+8% +$2.8M 0.26% 82
2024
Q2 		$32.6M Buy
293,962
+38,849
+15% +$4.34M 0.24% 95
2024
Q1 		$28.6M Buy
255,113
+242,017
+1,848% +$26.1M 0.25% 92
2023
Q4 		$1.38M Sell
13,096
-543
-4% -$55.6K 0.01% 806
2023
Q3 		$1.35M Sell
13,639
-3,230
-19% -$348K 0.01% 733
2023
Q2 		$1.86M Sell
16,869
-16,765
-50% -$1.87M 0.02% 616
2023
Q1 		$3.68M Sell
33,634
-212,836
-86% -$23.8M 0.05% 364
2022
Q4 		$4.16M Buy
246,470
+20,469
+9% +$2.32M 0.11% 199
2022
Q3 		$26M Buy
226,001
+24,502
+12% +$3.16M 0.43% 58
2022
Q2 		$25.5M Buy
+201,499
New +$26.3M 0.42% 56
2022
Q1 		– Sell
-5,243
Closed -$627K – 1281
2021
Q4 		$627K Sell
5,243
-70
-1% -$8K 0.01% 967
2021
Q3 		$594K Buy
5,313
+953
+22% +$112K 0.01% 702
2021
Q2 		$481K Buy
+4,360
New +$510K 0.01% 748
2017
Q3 		– Sell
-542
Closed -$48.4K – 561
2017
Q2 		$48.4K Buy
+542
New +$49.1K 0.01% 543

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewEdge Advisors's DTE Position: Q2 2026 in Review

NewEdge Advisors reduced its DTE Energy (DTE) stake by 6.2% in Q2 2026, selling an estimated $745K and leaving 76,722 shares worth $11.7M. The position accounts for 0.03% of the portfolio, ranked #457.

NewEdge Advisors first reported a position in DTE in Q2 2017 and has held it in 21 quarters since. The position peaked at $51.9M in Q3 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • NewEdge Advisors held 76,722 shares of DTE Energy worth $11.7M as of Q2 2026.
  • NewEdge Advisors sold 5,098 DTE Energy shares in Q2 2026, an estimated $745K.
  • DTE Energy made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #457 holding.
  • NewEdge Advisors first reported a position in DTE Energy in Q2 2017 and has held it in 21 quarters since.
  • NewEdge Advisors's DTE Energy position peaked at $51.9M in Q3 2025.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

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