TCFG 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
$233K Buy
1,526
+138
+10% +$20.2K 0.08% 259
2026
Q1
$203K Buy
+1,388
New +$195K 0.08% 261

Other funds holding DTE

TCFG Investment Advisors's DTE Position: Q2 2026 in Review

TCFG Investment Advisors increased its DTE Energy (DTE) stake by 9.9% in Q2 2026, buying an estimated $20.2K and bringing the position to 1,526 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #259.

TCFG Investment Advisors first reported a position in DTE in Q1 2026 and has held it in 2 quarters since. 1,025 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • TCFG Investment Advisors held 1,526 shares of DTE Energy worth $233K as of Q2 2026.
  • TCFG Investment Advisors bought 138 DTE Energy shares in Q2 2026, an estimated $20.2K.
  • DTE Energy made up 0.08% of TCFG Investment Advisors's portfolio in Q2 2026, its #259 holding.
  • TCFG Investment Advisors first reported a position in DTE Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,025 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.