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Regal Investment Advisors’s DTE Energy DTE Stock Holding History

Regal 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
Q1 		$325K Sell
2,220
-98
-4% -$13.8K 0.02% 516
2025
Q4 		$299K Sell
2,318
-115
-5% -$15.6K 0.02% 515
2025
Q3 		$344K Buy
2,433
+16
+0.7% +$2.19K 0.02% 444
2025
Q2 		$320K Buy
2,417
+2
+0.1% +$269 0.02% 413
2025
Q1 		$334K Buy
2,415
+285
+13% +$36.4K 0.03% 382
2024
Q4 		$257K Buy
2,130
+17
+0.8% +$2.1K 0.02% 437
2024
Q3 		$271K Sell
2,113
-16
-0.8% -$1.93K 0.02% 469
2024
Q2 		$236K Sell
2,129
-113
-5% -$12.6K 0.02% 505
2024
Q1 		$251K Buy
2,242
+109
+5% +$11.8K 0.02% 498
2023
Q4 		$235K Sell
2,133
-23
-1% -$2.36K 0.02% 472
2023
Q3 		$214K Buy
2,156
+7
+0.3% +$753 0.02% 454
2023
Q2 		$236K Sell
2,149
-97
-4% -$10.8K 0.02% 453
2023
Q1 		$246K Sell
2,246
-55
-2% -$6.16K 0.02% 439
2022
Q4 		$270K Sell
2,301
-437
-16% -$49.5K 0.03% 403
2022
Q3 		$315K Sell
2,738
-244
-8% -$31.5K 0.03% 355
2022
Q2 		$378K Buy
2,982
+2
+0.1% +$261 0.04% 330
2022
Q1 		$394K Buy
2,980
+3
+0.1% +$366 0.04% 351
2021
Q4 		$356K Buy
2,977
+4
+0.1% +$457 0.03% 390
2021
Q3 		$332K Sell
2,973
-664
-18% -$77.9K 0.03% 396
2021
Q2 		$401K Buy
+3,637
New +$425K 0.04% 362
2021
Q1 		– Sell
-3,498
Closed -$361K – 119
2020
Q4 		$361K Buy
+3,498
New +$369K 0.04% 327
2020
Q1 		– Sell
-3,000
Closed -$332K – 85
2019
Q4 		$332K Buy
3,000
+3
+0.1% +$324 0.06% 250
2019
Q3 		$339K Buy
2,997
+707
+31% +$78.1K 0.07% 232
2019
Q2 		$249K Buy
2,290
+2
+0.1% +$215 0.05% 275
2019
Q1 		$243K Sell
2,288
-1,403
-38% -$142K 0.05% 266
2018
Q4 		$346K Buy
3,691
+797
+28% +$77.8K 0.08% 221
2018
Q3 		$269K Buy
2,894
+597
+26% +$55.7K 0.06% 257
2018
Q2 		$203K Sell
2,297
-215
-9% -$18.6K 0.06% 245
2018
Q1 		$223K Buy
+2,512
New +$220K 0.05% 272
2017
Q4 		– Sell
-2,473
Closed -$226K – 292
2017
Q3 		$226K Sell
2,473
-101
-4% -$9.36K 0.05% 249
2017
Q2 		$232K Sell
2,574
-25
-1% -$2.27K 0.06% 236
2017
Q1 		$226K Buy
2,599
+8
+0.3% +$678 0.06% 239
2016
Q4 		$217K Sell
2,591
-312
-11% -$25.1K 0.06% 230
2016
Q3 		$231K Sell
2,903
-65
-2% -$5.3K 0.07% 238
2016
Q2 		$250K Sell
2,968
-933
-24% -$72.2K 0.07% 220
2016
Q1 		$301K Buy
3,901
+115
+3% +$8.31K 0.08% 199
2015
Q4 		$258K Buy
3,786
+2
+0.1% +$138 0.07% 216
2015
Q3 		$258K Buy
3,784
+825
+28% +$55.2K 0.07% 207
2015
Q2 		$187K Buy
2,959
+47
+2% +$3.14K 0.05% 254
2015
Q1 		$200K Sell
2,912
-34
-1% -$2.44K 0.05% 254
2014
Q4 		$217K Buy
2,946
+481
+20% +$33.4K 0.06% 216
2014
Q3 		$160K Sell
2,465
-120
-5% -$7.77K 0.05% 245
2014
Q2 		$171K Buy
2,585
+1,274
+97% +$82.7K 0.06% 214
2014
Q1 		$83K Buy
1,311
+607
+86% +$35.8K 0.04% 284
2013
Q4 		$40K Sell
704
-1,829
-72% -$105K 0.02% 324
2013
Q3 		$142K Sell
2,533
-25
-1% -$1.45K 0.08% 204
2013
Q2 		$147K Buy
+2,558
New +$151K 0.08% 186

Other funds holding DTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regal Investment Advisors's DTE Position: Q1 2026 in Review

Regal Investment Advisors reduced its DTE Energy (DTE) stake by 4.2% in Q1 2026, selling an estimated $13.8K and leaving 2,220 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #516.

Regal Investment Advisors first reported a position in DTE in Q2 2013 and has held it in 47 quarters since. The position peaked at $401K in Q2 2021. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Regal Investment Advisors held 2,220 shares of DTE Energy worth $325K as of Q1 2026.
  • Regal Investment Advisors sold 98 DTE Energy shares in Q1 2026, an estimated $13.8K.
  • DTE Energy made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #516 holding.
  • Regal Investment Advisors first reported a position in DTE Energy in Q2 2013 and has held it in 47 quarters since.
  • Regal Investment Advisors's DTE Energy position peaked at $401K in Q2 2021.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.