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Prime Capital Investment Advisors’s DTE Energy DTE Stock Holding History

Prime Capital Investment 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 		$372K Sell
2,441
-300
-11% -$43.8K ﹤0.01% 787
2026
Q1 		$401K Buy
2,741
+59
+2% +$8.3K ﹤0.01% 739
2025
Q4 		$346K Buy
2,682
+332
+14% +$45.1K ﹤0.01% 770
2025
Q3 		$332K Buy
2,350
+16
+0.7% +$2.19K ﹤0.01% 772
2025
Q2 		$309K Sell
2,334
-837
-26% -$113K ﹤0.01% 755
2025
Q1 		$439K Buy
3,171
+983
+45% +$125K 0.01% 717
2024
Q4 		$264K Buy
2,188
+42
+2% +$5.18K ﹤0.01% 766
2024
Q3 		$276K Sell
2,146
-694
-24% -$83.7K ﹤0.01% 763
2024
Q2 		$315K Sell
2,840
-141
-5% -$15.8K ﹤0.01% 710
2024
Q1 		$334K Buy
2,981
+16
+0.5% +$1.73K ﹤0.01% 745
2023
Q4 		$327K Buy
2,965
+489
+20% +$50.1K ﹤0.01% 712
2023
Q3 		$246K Sell
2,476
-117
-5% -$12.6K 0.01% 642
2023
Q2 		$285K Buy
+2,593
New +$289K 0.01% 619
2023
Q1 		– Sell
-2,406
Closed -$283K – 579
2022
Q4 		$283K Buy
+2,406
New +$273K 0.01% 435
2019
Q1 		– Sell
-212
Closed -$20K – 343
2018
Q4 		$20K Buy
+212
New +$20.7K 0.01% 213

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Prime Capital Investment Advisors's DTE Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its DTE Energy (DTE) stake by 11% in Q2 2026, selling an estimated $43.8K and leaving 2,441 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Prime Capital Investment Advisors first reported a position in DTE in Q4 2018 and has held it in 15 quarters since. The position peaked at $439K in Q1 2025. 739 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Prime Capital Investment Advisors held 2,441 shares of DTE Energy worth $372K as of Q2 2026.
  • Prime Capital Investment Advisors sold 300 DTE Energy shares in Q2 2026, an estimated $43.8K.
  • DTE Energy made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #787 holding.
  • Prime Capital Investment Advisors first reported a position in DTE Energy in Q4 2018 and has held it in 15 quarters since.
  • Prime Capital Investment Advisors's DTE Energy position peaked at $439K in Q1 2025.
  • 739 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.