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Stratos Wealth Partners’s DTE Energy DTE Stock Holding History

Stratos Wealth Partners’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
Q1 		$302K Buy
2,068
+172
+9% +$24.2K ﹤0.01% 1316
2025
Q4 		$245K Sell
1,896
-4
-0.2% -$543 ﹤0.01% 1405
2025
Q3 		$269K Buy
1,900
+10
+0.5% +$1.37K ﹤0.01% 1304
2025
Q2 		$250K Sell
1,890
-3
-0.2% -$403 ﹤0.01% 1216
2025
Q1 		$262K Sell
1,893
-246
-12% -$31.4K ﹤0.01% 1151
2024
Q4 		$258K Buy
2,139
+92
+4% +$11.3K ﹤0.01% 1217
2024
Q3 		$263K Sell
2,047
-13
-0.6% -$1.57K ﹤0.01% 1214
2024
Q2 		$229K Buy
2,060
+5
+0.2% +$559 ﹤0.01% 1213
2024
Q1 		$230K Buy
2,055
+41
+2% +$4.42K ﹤0.01% 1223
2023
Q4 		$222K Buy
+2,014
New +$206K ﹤0.01% 1224
2018
Q4 		– Sell
-1,048
Closed -$97K – 1222
2018
Q3 		$97K Buy
+1,048
New +$97.7K ﹤0.01% 1142
2018
Q2 		– Sell
-928
Closed -$82K – 1359
2018
Q1 		$82K Sell
928
-46
-5% -$4.03K ﹤0.01% 1304
2017
Q4 		$91K Buy
+974
New +$92.6K ﹤0.01% 1236
2015
Q2 		– Sell
-2,943
Closed -$201K – 546
2015
Q1 		$201K Sell
2,943
-100
-3% -$7.18K 0.02% 559
2014
Q4 		$224K Buy
+3,043
New +$211K 0.04% 414

Other funds holding DTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stratos Wealth Partners's DTE Position: Q1 2026 in Review

Stratos Wealth Partners increased its DTE Energy (DTE) stake by 9.1% in Q1 2026, buying an estimated $24.2K and bringing the position to 2,068 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Stratos Wealth Partners first reported a position in DTE in Q4 2014 and has held it in 15 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Stratos Wealth Partners held 2,068 shares of DTE Energy worth $302K as of Q1 2026.
  • Stratos Wealth Partners bought 172 DTE Energy shares in Q1 2026, an estimated $24.2K.
  • DTE Energy made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1316 holding.
  • Stratos Wealth Partners first reported a position in DTE Energy in Q4 2014 and has held it in 15 quarters since.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.