Principia Wealth Advisory’s DTE Energy DTE Stock Holding History

Principia Wealth Advisory’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	$2.74K	Buy	18 +8	+80%	+$1.17K	﹤0.01%	502
2026 Q1	$1.46K	Sell	10 -3	-23%	-$422	﹤0.01%	601
2025 Q4	$1.68K	Sell	13 -1	-7%	-$136	﹤0.01%	502
2025 Q3	$1.98K	Buy	14 +2	+17%	+$274	﹤0.01%	436
2025 Q2	$1.59K	Buy	12 +6	+100%	+$807	﹤0.01%	438
2025 Q1	$783	Buy	6 +1	+20%	+$128	﹤0.01%	455
2024 Q4	$604	Buy	+5	New	+$617	﹤0.01%	493

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

Principia Wealth Advisory's DTE Position: Q2 2026 in Review

Principia Wealth Advisory increased its DTE Energy (DTE) stake by 80% in Q2 2026, buying an estimated $1.17K and bringing the position to 18 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Principia Wealth Advisory first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. 1,033 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Principia Wealth Advisory held 18 shares of DTE Energy worth $2.74K as of Q2 2026.
Principia Wealth Advisory bought 8 DTE Energy shares in Q2 2026, an estimated $1.17K.
DTE Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #502 holding.
Principia Wealth Advisory first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
1,033 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.