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Procyon Advisors’s DTE Energy DTE Stock Holding History

Procyon 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 		$1.39M Buy
9,128
+139
+2% +$20.3K 0.06% 238
2026
Q1 		$1.31M Buy
8,989
+701
+8% +$98.6K 0.06% 240
2025
Q4 		$1.07M Buy
+8,288
New +$1.13M 0.05% 262
2025
Q2 		– Sell
-12,000
Closed -$1.66M – 507
2025
Q1 		$1.66M Buy
12,000
+502
+4% +$64.1K 0.1% 197
2024
Q4 		$1.39M Buy
11,498
+614
+6% +$75.7K 0.09% 206
2024
Q3 		$1.4M Buy
10,884
+503
+5% +$60.6K 0.1% 203
2024
Q2 		$1.15M Buy
10,381
+1,175
+13% +$131K 0.09% 210
2024
Q1 		$1.03M Buy
+9,206
New +$993K 0.08% 222

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

Procyon Advisors's DTE Position: Q2 2026 in Review

Procyon Advisors increased its DTE Energy (DTE) stake by 1.5% in Q2 2026, buying an estimated $20.3K and bringing the position to 9,128 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #238.

Procyon Advisors first reported a position in DTE in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.66M in Q1 2025. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Procyon Advisors held 9,128 shares of DTE Energy worth $1.39M as of Q2 2026.
  • Procyon Advisors bought 139 DTE Energy shares in Q2 2026, an estimated $20.3K.
  • DTE Energy made up 0.06% of Procyon Advisors's portfolio in Q2 2026, its #238 holding.
  • Procyon Advisors first reported a position in DTE Energy in Q1 2024 and has held it in 8 quarters since.
  • Procyon Advisors's DTE Energy position peaked at $1.66M in Q1 2025.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.