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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
Q2 		$301K Sell
1,976
-92
-4% -$13.4K ﹤0.01% 1404
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 $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

Stratos Wealth Partners's DTE Position: Q2 2026 in Review

Stratos Wealth Partners reduced its DTE Energy (DTE) stake by 4.4% in Q2 2026, selling an estimated $13.4K and leaving 1,976 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Stratos Wealth Partners first reported a position in DTE in Q4 2014 and has held it in 16 quarters since. The position peaked at $302K in Q1 2026. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Stratos Wealth Partners held 1,976 shares of DTE Energy worth $301K as of Q2 2026.
  • Stratos Wealth Partners sold 92 DTE Energy shares in Q2 2026, an estimated $13.4K.
  • DTE Energy made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1404 holding.
  • Stratos Wealth Partners first reported a position in DTE Energy in Q4 2014 and has held it in 16 quarters since.
  • Stratos Wealth Partners's DTE Energy position peaked at $302K in Q1 2026.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.