SWA
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SOA Wealth Advisors’s DTE Energy DTE Stock Holding History

SOA Wealth 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 		$151K Buy
991
+4
+0.4% +$584 0.03% 241
2026
Q1 		$144K Sell
987
-44
-4% -$6.19K 0.03% 234
2025
Q4 		$133K Buy
1,031
+4
+0.4% +$543 0.02% 251
2025
Q3 		$145K Buy
1,027
+53
+5% +$7.26K 0.02% 249
2025
Q2 		$129K Buy
974
+449
+86% +$60.4K 0.02% 251
2025
Q1 		$72.6K Buy
525
+5
+1% +$638 0.02% 291
2024
Q4 		$62.8K Buy
520
+4
+0.8% +$493 0.01% 305
2024
Q3 		$66.2K Buy
516
+5
+1% +$603 0.01% 284
2024
Q2 		$56.8K Buy
511
+5
+1% +$559 0.01% 295
2024
Q1 		$56.8K Buy
506
+4
+0.8% +$432 0.01% 290
2023
Q4 		$55.3K Buy
502
+5
+1% +$512 0.01% 285
2023
Q3 		$49.3K Buy
497
+4
+0.8% +$430 0.01% 286
2023
Q2 		$54.2K Buy
493
+4
+0.8% +$446 0.01% 284
2023
Q1 		$53.5K Buy
489
+4
+0.8% +$448 0.01% 276
2022
Q4 		$57K Buy
485
+5
+1% +$567 0.02% 268
2022
Q3 		$55K Buy
480
+3
+0.6% +$388 0.02% 250
2022
Q2 		$60K Buy
477
+3
+0.6% +$391 0.02% 246
2022
Q1 		$62K Buy
474
+4
+0.9% +$488 0.02% 280
2021
Q4 		$56K Buy
470
+3
+0.6% +$343 0.01% 283
2021
Q3 		$52K Sell
467
-77
-14% -$9.03K 0.01% 302
2021
Q2 		$60K Sell
544
-189
-26% -$22.1K 0.02% 285
2021
Q1 		$83K Hold
733
– – 0.02% 214
2020
Q4 		$76K Buy
+733
New +$77.3K 0.02% 220

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

SOA Wealth Advisors's DTE Position: Q2 2026 in Review

SOA Wealth Advisors increased its DTE Energy (DTE) stake by 0.41% in Q2 2026, buying an estimated $584 and bringing the position to 991 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #241.

SOA Wealth Advisors first reported a position in DTE in Q4 2020 and has held it in 23 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • SOA Wealth Advisors held 991 shares of DTE Energy worth $151K as of Q2 2026.
  • SOA Wealth Advisors bought 4 DTE Energy shares in Q2 2026, an estimated $584.
  • DTE Energy made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #241 holding.
  • SOA Wealth Advisors first reported a position in DTE Energy in Q4 2020 and has held it in 23 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

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