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Operose Advisors’s DTE Energy DTE Stock Holding History

Operose 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 		– Sell
-58
Closed -$8.48K – 561
2026
Q1 		$8.48K Buy
+58
New +$8.15K ﹤0.01% 422
2024
Q4 		– Sell
-117
Closed -$15K – 492
2024
Q3 		$15K Hold
117
– – ﹤0.01% 436
2024
Q2 		$13K Hold
117
– – ﹤0.01% 411
2024
Q1 		$13.1K Hold
117
– – ﹤0.01% 449
2023
Q4 		$12.9K Hold
117
– – 0.01% 426
2023
Q3 		$11.6K Buy
+117
New +$12.6K ﹤0.01% 559

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

Operose Advisors's DTE Position: Q2 2026 in Review

Operose Advisors sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 58 shares — an estimated $8.48K sold.

Operose Advisors first reported a position in DTE in Q3 2023 and held it in 6 quarters. The position peaked at $15K in Q3 2024. 1,033 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Operose Advisors reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 58 DTE Energy shares in Q2 2026, an estimated $8.48K.
  • Operose Advisors first reported a position in DTE Energy in Q3 2023 and held it in 6 quarters.
  • Operose Advisors's DTE Energy position peaked at $15K in Q3 2024.
  • 1,033 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

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