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TCI Wealth Advisors’s DTE Energy DTE Stock Holding History

TCI Wealth 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 		$287K Buy
1,880
+13
+0.7% +$1.9K 0.01% 214
2026
Q1 		$273K Sell
1,867
-482
-21% -$67.8K 0.01% 204
2025
Q4 		$303K Sell
2,349
-14
-0.6% -$1.9K 0.02% 193
2025
Q3 		$334K Sell
2,363
-2
-0.1% -$274 0.02% 189
2025
Q2 		$313K Sell
2,365
-15
-0.6% -$2.02K 0.02% 180
2025
Q1 		$329K Buy
2,380
+26
+1% +$3.32K 0.03% 163
2024
Q4 		$284K Buy
2,354
+3
+0.1% +$370 0.02% 175
2024
Q3 		$302K Sell
2,351
-32
-1% -$3.86K 0.03% 181
2024
Q2 		$265K Buy
2,383
+63
+3% +$7.04K 0.03% 186
2024
Q1 		$260K Buy
2,320
+9
+0.4% +$971 0.03% 182
2023
Q4 		$255K Sell
2,311
-43
-2% -$4.41K 0.03% 175
2023
Q3 		$234K Buy
2,354
+191
+9% +$20.5K 0.03% 176
2023
Q2 		$238K Buy
2,163
+293
+16% +$32.7K 0.03% 169
2023
Q1 		$205K Sell
1,870
-1
-0.1% -$112 0.03% 185
2022
Q4 		$220K Sell
1,871
-1
-0.1% -$113 0.03% 170
2022
Q3 		$215K Sell
1,872
-64
-3% -$8.27K 0.03% 150
2022
Q2 		$245K Hold
1,936
– – 0.04% 146
2022
Q1 		$256K Hold
1,936
– – 0.04% 147
2021
Q4 		$231K Buy
1,936
+569
+42% +$65.1K 0.03% 164
2021
Q3 		$153K Sell
1,367
-269
-16% -$31.6K 0.02% 224
2021
Q2 		$180K Buy
1,636
+12
+0.7% +$1.4K 0.03% 194
2021
Q1 		$184K Buy
1,624
+21
+1% +$2.21K 0.08% 172
2020
Q4 		$166K Sell
1,603
-35
-2% -$3.69K 0.07% 178
2020
Q3 		$160K Sell
1,638
-119
-7% -$11.6K 0.06% 169
2020
Q2 		$161K Buy
1,757
+90
+5% +$7.96K 0.07% 166
2020
Q1 		$135K Sell
1,667
-77
-4% -$7.81K 0.07% 175
2019
Q4 		$193K Buy
1,744
+41
+2% +$4.42K 0.08% 179
2019
Q3 		$193K Buy
1,703
+15
+0.9% +$1.66K 0.09% 150
2019
Q2 		$184K Sell
1,688
-4
-0.2% -$429 0.08% 150
2019
Q1 		$180K Hold
1,692
– – 0.08% 164
2018
Q4 		$159K Buy
1,692
+4
+0.2% +$391 0.08% 165
2018
Q3 		$157K Sell
1,688
-58
-3% -$5.41K 0.07% 175
2018
Q2 		$154K Hold
1,746
– – 0.07% 171
2018
Q1 		$155K Hold
1,746
– – 0.07% 165
2017
Q4 		$163K Hold
1,746
– – 0.07% 173
2017
Q3 		$160K Hold
1,746
– – 0.08% 161
2017
Q2 		$157K Hold
1,746
– – 0.08% 158
2017
Q1 		$152K Hold
1,746
– – 0.08% 164
2016
Q4 		$146K Hold
1,746
– – 0.08% 175
2016
Q3 		$139K Hold
1,746
– – 0.08% 168
2016
Q2 		$147K Buy
1,746
+43
+3% +$3.33K 0.08% 153
2016
Q1 		$131K Hold
1,703
– – 0.07% 175
2015
Q4 		$116K Hold
1,703
– – 0.06% 191
2015
Q3 		$116K Hold
1,703
– – 0.07% 179
2015
Q2 		$108K Hold
1,703
– – 0.06% 186
2015
Q1 		$117K Hold
1,703
– – 0.07% 160
2014
Q4 		$125K Hold
1,703
– – 0.08% 157
2014
Q3 		$110K Hold
1,703
– – 0.07% 159
2014
Q2 		$113K Buy
1,703
+18
+1% +$1.17K 0.07% 162
2014
Q1 		$107K Hold
1,685
– – 0.07% 162
2013
Q4 		$95K Hold
1,685
– – 0.06% 168
2013
Q3 		$95K Hold
1,685
– – 0.07% 153
2013
Q2 		$96K Buy
+1,685
New +$99.3K 0.07% 155

Other funds holding DTE

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

TCI Wealth Advisors's DTE Position: Q2 2026 in Review

TCI Wealth Advisors increased its DTE Energy (DTE) stake by 0.7% in Q2 2026, buying an estimated $1.9K and bringing the position to 1,880 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #214.

TCI Wealth Advisors first reported a position in DTE in Q2 2013 and has held it in 53 quarters since. The position peaked at $334K in Q3 2025. 401 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • TCI Wealth Advisors held 1,880 shares of DTE Energy worth $287K as of Q2 2026.
  • TCI Wealth Advisors bought 13 DTE Energy shares in Q2 2026, an estimated $1.9K.
  • DTE Energy made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #214 holding.
  • TCI Wealth Advisors first reported a position in DTE Energy in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's DTE Energy position peaked at $334K in Q3 2025.
  • 401 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.