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Scarborough Advisors’s DTE Energy DTE Stock Holding History

Scarborough 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 		– Sell
-885
Closed -$129K – 288
2026
Q1 		$129K Buy
+885
New +$124K 0.01% 167
2024
Q1 		– Sell
-851
Closed -$93.8K – 463
2023
Q4 		$93.8K Buy
+851
New +$87.2K 0.02% 120

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

Scarborough Advisors's DTE Position: Q2 2026 in Review

Scarborough Advisors sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 885 shares — an estimated $129K sold.

Scarborough Advisors first reported a position in DTE in Q4 2023 and held it in 2 quarters. The position peaked at $129K in Q1 2026. 210 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Scarborough Advisors reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 885 DTE Energy shares in Q2 2026, an estimated $129K.
  • Scarborough Advisors first reported a position in DTE Energy in Q4 2023 and held it in 2 quarters.
  • Scarborough Advisors's DTE Energy position peaked at $129K in Q1 2026.
  • 210 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.