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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewEdge Advisors's DTE Position: Q1 2026 in Review

NewEdge Advisors reduced its DTE Energy (DTE) stake by 78% in Q1 2026, selling an estimated $41M and leaving 81,820 shares worth $12M. The position accounts for 0.04% of the portfolio, ranked #405.

NewEdge Advisors first reported a position in DTE in Q2 2017 and has held it in 20 quarters since. The position peaked at $51.9M in Q3 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • NewEdge Advisors held 81,820 shares of DTE Energy worth $12M as of Q1 2026.
  • NewEdge Advisors sold 291,421 DTE Energy shares in Q1 2026, an estimated $41M.
  • DTE Energy made up 0.04% of NewEdge Advisors's portfolio in Q1 2026, its #405 holding.
  • NewEdge Advisors first reported a position in DTE Energy in Q2 2017 and has held it in 20 quarters since.
  • NewEdge Advisors's DTE Energy position peaked at $51.9M in Q3 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.