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Quantum Financial Advisors’s DTE Energy DTE Stock Holding History

Quantum Financial 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 		$407K Hold
2,674
– – 0.04% 144
2026
Q1 		$391K Sell
2,674
-1
-0% -$141 0.04% 128
2025
Q4 		$345K Buy
2,675
+19
+0.7% +$2.58K 0.04% 147
2025
Q3 		$376K Buy
2,656
+698
+36% +$95.6K 0.05% 120
2025
Q2 		$259K Buy
1,958
+8
+0.4% +$1.08K 0.04% 150
2025
Q1 		$270K Buy
1,950
+146
+8% +$18.6K 0.04% 133
2024
Q4 		$218K Sell
1,804
-145
-7% -$17.9K 0.03% 168
2024
Q3 		$250K Hold
1,949
– – 0.04% 144
2024
Q2 		$216K Hold
1,949
– – 0.04% 153
2024
Q1 		$219K Sell
1,949
-14
-0.7% -$1.51K 0.04% 159
2023
Q4 		$216K Buy
+1,963
New +$201K 0.05% 109
2023
Q3 		– Sell
-1,931
Closed -$212K – 119
2023
Q2 		$212K Hold
1,931
– – 0.06% 95
2023
Q1 		$212K Hold
1,931
– – 0.07% 90
2022
Q4 		$227K Buy
1,931
+5
+0.3% +$567 0.1% 76
2022
Q3 		$222K Buy
1,926
+1
+0.1% +$129 0.1% 70
2022
Q2 		$255K Buy
+1,925
New +$251K 0.1% 73

Other funds holding DTE

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Quantum Financial Advisors's DTE Position: Q2 2026 in Review

Quantum Financial Advisors held its DTE Energy (DTE) position steady in Q2 2026 at 2,674 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #144.

Quantum Financial Advisors first reported a position in DTE in Q2 2022 and has held it in 16 quarters since. 210 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Quantum Financial Advisors held 2,674 shares of DTE Energy worth $407K as of Q2 2026.
  • Quantum Financial Advisors left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up 0.04% of Quantum Financial Advisors's portfolio in Q2 2026, its #144 holding.
  • Quantum Financial Advisors first reported a position in DTE Energy in Q2 2022 and has held it in 16 quarters since.
  • 210 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.