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Strategic Advisors’s DTE Energy DTE Stock Holding History

Strategic 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 		$337K Sell
2,214
-46,481
-95% -$6.79M 0.07% 136
2026
Q1 		$7.12M Hold
48,695
– – 1.18% 23
2025
Q4 		$6.28M Hold
48,695
– – 0.98% 27
2025
Q3 		$6.89M Hold
48,695
– – 1.11% 25
2025
Q2 		$6.45M Hold
48,695
– – 1.27% 23
2025
Q1 		$6.73M Hold
48,695
– – 1.3% 22
2024
Q4 		$5.88M Sell
48,695
-143
-0.3% -$17.6K 1.06% 25
2024
Q3 		$6.27M Hold
48,838
– – 1.17% 21
2024
Q2 		$5.42M Hold
48,838
– – 1.05% 20
2024
Q1 		$5.48M Hold
48,838
– – 1.08% 20
2023
Q4 		$5.38M Sell
48,838
-867
-2% -$88.8K 1.02% 22
2023
Q3 		$4.93M Hold
49,705
– – 0.97% 25
2023
Q2 		$5.47M Sell
49,705
-218
-0.4% -$24.3K 1.04% 25
2023
Q1 		$5.47M Hold
49,923
– – 1.11% 26
2022
Q4 		$5.87M Hold
49,923
– – 1.31% 21
2022
Q3 		$5.74M Buy
49,923
+267
+0.5% +$34.5K 1.27% 22
2022
Q2 		$6.29M Hold
49,656
– – 1.32% 21
2022
Q1 		$6.57M Sell
49,656
-85
-0.2% -$10.4K 1.14% 23
2021
Q4 		$5.95M Buy
49,741
+36,271
+269% +$4.15M 0.85% 33
2021
Q3 		$1.5M Buy
+13,470
New +$1.58M 0.32% 81

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

Strategic Advisors's DTE Position: Q2 2026 in Review

Strategic Advisors reduced its DTE Energy (DTE) stake by 95% in Q2 2026, selling an estimated $6.79M and leaving 2,214 shares worth $337K. The position accounts for 0.07% of the portfolio, ranked #136.

Strategic Advisors first reported a position in DTE in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.12M in Q1 2026. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Strategic Advisors held 2,214 shares of DTE Energy worth $337K as of Q2 2026.
  • Strategic Advisors sold 46,481 DTE Energy shares in Q2 2026, an estimated $6.79M.
  • DTE Energy made up 0.07% of Strategic Advisors's portfolio in Q2 2026, its #136 holding.
  • Strategic Advisors first reported a position in DTE Energy in Q3 2021 and has held it in 20 quarters since.
  • Strategic Advisors's DTE Energy position peaked at $7.12M in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.