SageView Advisory Group’s DTE Energy DTE Stock Holding History

SageView Advisory Group’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	$208K	Sell	1,365 -324	-19%	-$47.3K	0.01%	599
2026 Q1	$247K	Sell	1,689 -362	-18%	-$50.9K	0.01%	515
2025 Q4	$265K	Sell	2,051 -56	-3%	-$7.61K	0.01%	516
2025 Q3	$298K	Sell	2,107 -2,010	-49%	-$275K	0.01%	518
2025 Q2	$565K	Sell	4,117 -8	-0.2%	-$1.08K	0.02%	348
2025 Q1	$570K	Sell	4,125 -142	-3%	-$18.1K	0.02%	323
2024 Q4	$515K	Buy	4,267 +487	+13%	+$60.1K	0.02%	340
2024 Q3	$485K	Sell	3,780 -902	-19%	-$109K	0.02%	303
2024 Q2	$520K	Sell	4,682 -1,434	-23%	-$160K	0.02%	331
2024 Q1	$686K	Sell	6,116 -589	-9%	-$63.6K	0.03%	260
2023 Q4	$701K	Buy	6,705 +1,580	+31%	+$162K	0.03%	324
2023 Q3	$509K	Sell	5,125 -63	-1%	-$6.78K	0.03%	326
2023 Q2	$571K	Buy	+5,188	New	+$578K	0.03%	329

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

SageView Advisory Group's DTE Position: Q2 2026 in Review

SageView Advisory Group reduced its DTE Energy (DTE) stake by 19% in Q2 2026, selling an estimated $47.3K and leaving 1,365 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #599.

SageView Advisory Group first reported a position in DTE in Q2 2023 and has held it in 13 quarters since. The position peaked at $701K in Q4 2023. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

SageView Advisory Group held 1,365 shares of DTE Energy worth $208K as of Q2 2026.
SageView Advisory Group sold 324 DTE Energy shares in Q2 2026, an estimated $47.3K.
DTE Energy made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #599 holding.
SageView Advisory Group first reported a position in DTE Energy in Q2 2023 and has held it in 13 quarters since.
SageView Advisory Group's DTE Energy position peaked at $701K in Q4 2023.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.