Strategic Investment Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.2M | Buy |
7,903
+497
| +7% | +$72.6K | 0.07% | 129 |
|
|
2026
Q1 | $1.08M | Buy |
7,406
+118
| +2% | +$16.6K | 0.07% | 144 |
|
|
2025
Q4 | $940K | Buy |
7,288
+37
| +0.5% | +$5.03K | 0.08% | 109 |
|
|
2025
Q3 | $1.03M | Buy |
7,251
+40
| +0.6% | +$5.48K | 0.09% | 100 |
|
|
2025
Q2 | $955K | Sell |
7,211
-1,592
| -18% | -$214K | 0.09% | 103 |
|
|
2025
Q1 | $1.22M | Sell |
8,803
-582
| -6% | -$74.3K | 0.13% | 90 |
|
|
2024
Q4 | $1.13M | Sell |
9,385
-115
| -1% | -$14.2K | 0.12% | 99 |
|
|
2024
Q3 | $1.22M | Buy |
9,500
+182
| +2% | +$21.9K | 0.13% | 95 |
|
|
2024
Q2 | $1.03M | Sell |
9,318
-1,006
| -10% | -$112K | 0.13% | 105 |
|
|
2024
Q1 | $1.16M | Sell |
10,324
-360
| -3% | -$38.8K | 0.15% | 94 |
|
|
2023
Q4 | $1.18M | Buy |
10,684
+77
| +0.7% | +$7.89K | 0.17% | 82 |
|
|
2023
Q3 | $1.05M | Sell |
10,607
-12
| -0.1% | -$1.29K | 0.17% | 89 |
|
|
2023
Q2 | $1.17M | Buy |
10,619
+28
| +0.3% | +$3.12K | 0.16% | 66 |
|
|
2023
Q1 | $1.16M | Buy |
10,591
+509
| +5% | +$57K | 0.21% | 72 |
|
|
2022
Q4 | $1.18M | Buy |
10,082
+1,553
| +18% | +$176K | 0.25% | 72 |
|
|
2022
Q3 | $981K | Sell |
8,529
-1,850
| -18% | -$239K | 0.22% | 78 |
|
|
2022
Q2 | $1.32M | Sell |
10,379
-2,467
| -19% | -$322K | 0.26% | 61 |
|
|
2022
Q1 | $1.7M | Sell |
12,846
-7,161
| -36% | -$873K | 0.32% | 54 |
|
|
2021
Q4 | $2.39M | Sell |
20,007
-1,268
| -6% | -$145K | 0.46% | 42 |
|
|
2021
Q3 | $2.38M | Buy |
21,275
+7,247
| +52% | +$850K | 0.52% | 37 |
|
|
2021
Q2 | $1.55M | Buy |
14,028
+1,470
| +12% | +$172K | 0.35% | 61 |
|
|
2021
Q1 | $1.42M | Buy |
12,558
+2,813
| +29% | +$295K | 0.37% | 59 |
|
|
2020
Q4 | $1.01M | Buy |
9,745
+2,201
| +29% | +$232K | 0.29% | 76 |
|
|
2020
Q3 | $739K | Buy |
7,544
+49
| +0.7% | +$4.79K | 0.25% | 75 |
|
|
2020
Q2 | $686K | Sell |
7,495
-1,797
| -19% | -$159K | 0.26% | 72 |
|
|
2020
Q1 | $751K | Buy |
9,292
+6,072
| +189% | +$616K | 0.34% | 62 |
|
|
2019
Q4 | $356K | Buy |
3,220
+157
| +5% | +$16.9K | 0.15% | 115 |
|
|
2019
Q3 | $347K | Buy |
3,063
+6
| +0.2% | +$663 | 0.17% | 96 |
|
|
2019
Q2 | $333K | Sell |
3,057
-683
| -18% | -$73.3K | 0.18% | 90 |
|
|
2019
Q1 | $397K | Buy |
3,740
+6
| +0.2% | +$606 | 0.27% | 71 |
|
|
2018
Q4 | $351K | Buy |
+3,734
| New | +$365K | 0.32% | 68 |
|
Other funds holding DTE
JT
Strategic Investment Advisors's DTE Position: Q2 2026 in Review
Strategic Investment Advisors increased its DTE Energy (DTE) stake by 6.7% in Q2 2026, buying an estimated $72.6K and bringing the position to 7,903 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #129.
Strategic Investment Advisors first reported a position in DTE in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.39M in Q4 2021. 1,033 funds tracked by Wall St. Rank hold DTE as of Q2 2026.
- Strategic Investment Advisors held 7,903 shares of DTE Energy worth $1.2M as of Q2 2026.
- Strategic Investment Advisors bought 497 DTE Energy shares in Q2 2026, an estimated $72.6K.
- DTE Energy made up 0.07% of Strategic Investment Advisors's portfolio in Q2 2026, its #129 holding.
- Strategic Investment Advisors first reported a position in DTE Energy in Q4 2018 and has held it in 31 quarters since.
- Strategic Investment Advisors's DTE Energy position peaked at $2.39M in Q4 2021.
- 1,033 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.
Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.