Peddock Capital Advisors’s DTE Energy DTE Stock Holding History

Peddock Capital 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	$1.73M	Buy	11,337 +107	+1%	+$15.6K	0.34%	63
2026 Q1	$1.64M	Sell	11,230 -72	-0.6%	-$10.1K	0.36%	60
2025 Q4	$1.46M	Sell	11,302 -22	-0.2%	-$2.99K	0.31%	61
2025 Q3	$1.6M	Buy	11,324 +381	+3%	+$52.2K	0.35%	60
2025 Q2	$1.45M	Buy	10,943 +2,575	+31%	+$346K	0.34%	62
2025 Q1	$1.16M	Sell	8,368 -94	-1%	-$12K	0.29%	69
2024 Q4	$1.02M	Buy	8,462 +167	+2%	+$20.6K	0.25%	78
2024 Q3	$1.07M	Buy	8,295 +351	+4%	+$42.3K	0.26%	78
2024 Q2	$882K	Sell	7,944 -1,067	-12%	-$119K	0.23%	83
2024 Q1	$1.01M	Sell	9,011 -92	-1%	-$9.93K	0.26%	83
2023 Q4	$1M	Buy	9,103 +453	+5%	+$46.4K	0.31%	76
2023 Q3	$859K	Sell	8,650 -34	-0.4%	-$3.66K	0.29%	79
2023 Q2	$955K	Buy	8,684 +467	+6%	+$52K	0.31%	71
2023 Q1	$900K	Sell	8,217 -202	-2%	-$22.6K	0.31%	73
2022 Q4	$989K	Sell	8,419 -2,873	-25%	-$326K	0.38%	66
2022 Q3	$1.3M	Buy	11,292 +305	+3%	+$39.4K	0.53%	51
2022 Q2	$1.39M	Buy	10,987 +288	+3%	+$37.6K	0.55%	50
2022 Q1	$1.42M	Buy	10,699 +4,983	+87%	+$608K	0.46%	63
2021 Q4	$683K	Buy	5,716 +25	+0.4%	+$2.86K	0.23%	92
2021 Q3	$636K	Sell	5,691 -1,049	-16%	-$123K	0.23%	92
2021 Q2	$673K	Buy	6,740 +359	+6%	+$42K	0.24%	92
2021 Q1	$723K	Buy	6,381 +438	+7%	+$46K	0.28%	84
2020 Q4	$614K	Buy	5,943 +319	+6%	+$33.6K	0.32%	68
2020 Q3	$551K	Buy	5,624 +52	+0.9%	+$5.08K	0.34%	67
2020 Q2	$510K	Buy	5,572 +44	+0.8%	+$3.89K	0.32%	67
2020 Q1	$447K	Buy	5,528 +96	+2%	+$9.74K	0.33%	63
2019 Q4	$600K	Buy	5,432 +59	+1%	+$6.36K	0.31%	69
2019 Q3	$608K	Sell	5,373 -216	-4%	-$23.9K	0.34%	63
2019 Q2	$608K	Buy	5,589 +23	+0.4%	+$2.47K	0.32%	64
2019 Q1	$591K	Buy	5,566 +170	+3%	+$17.2K	0.32%	63
2018 Q4	$507K	Buy	5,396 +163	+3%	+$15.9K	0.3%	65
2018 Q3	$486K	Sell	5,233 -313	-6%	-$29.2K	0.23%	77
2018 Q2	$489K	Sell	5,546 -503	-8%	-$43.6K	0.24%	72
2018 Q1	$537K	Buy	6,049 +254	+4%	+$22.3K	0.28%	71
2017 Q4	$540K	Hold	5,795	–	–	0.27%	70
2017 Q3	$529K	Buy	5,795 +100	+2%	+$9.27K	0.27%	70
2017 Q2	$513K	Buy	5,695 +87	+2%	+$7.88K	0.27%	65
2017 Q1	$487K	Buy	5,608 +1	+0%	+$85	0.28%	63
2016 Q4	$470K	Buy	5,607 +57	+1%	+$4.58K	0.28%	63
2016 Q3	$442K	Hold	5,550	–	–	0.27%	60
2016 Q2	$468K	Buy	5,550 +42	+0.8%	+$3.25K	0.3%	53
2016 Q1	$425K	Hold	5,508	–	–	0.32%	56
2015 Q4	$376K	Buy	5,508 +477	+9%	+$32.8K	0.29%	68
2015 Q3	$344K	Sell	5,031 -311	-6%	-$20.8K	0.31%	76
2015 Q2	$339K	Buy	5,342 +624	+13%	+$41.7K	0.28%	85
2015 Q1	$324K	Buy	4,718 +354	+8%	+$25.4K	0.27%	86
2014 Q4	$321K	Buy	4,364 +757	+21%	+$52.6K	0.26%	82
2014 Q3	$234K	Hold	3,607	–	–	0.19%	84
2014 Q2	$239K	Buy	3,607 +277	+8%	+$18K	0.18%	83
2014 Q1	$211K	Buy	+3,330	New	+$196K	0.17%	86

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

Peddock Capital Advisors's DTE Position: Q2 2026 in Review

Peddock Capital Advisors increased its DTE Energy (DTE) stake by 0.95% in Q2 2026, buying an estimated $15.6K and bringing the position to 11,337 shares worth $1.73M. The position accounts for 0.34% of the portfolio, ranked #63.

Peddock Capital Advisors first reported a position in DTE in Q1 2014 and has held it in 50 quarters since. 1,029 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Peddock Capital Advisors held 11,337 shares of DTE Energy worth $1.73M as of Q2 2026.
Peddock Capital Advisors bought 107 DTE Energy shares in Q2 2026, an estimated $15.6K.
DTE Energy made up 0.34% of Peddock Capital Advisors's portfolio in Q2 2026, its #63 holding.
Peddock Capital Advisors first reported a position in DTE Energy in Q1 2014 and has held it in 50 quarters since.
1,029 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Peddock Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.