Transcend Capital Advisors’s DTE Energy DTE Stock Holding History

Transcend Capital 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	$756K	Buy	4,962 +3,395	+217%	+$496K	0.05%	338
2026 Q1	$229K	Buy	+1,567	New	+$220K	0.02%	635
2025 Q4	–	Sell	-1,484	Closed	-$210K	–	705
2025 Q3	$210K	Buy	+1,484	New	+$203K	0.01%	646
2025 Q2	–	Sell	-1,567	Closed	-$217K	–	635
2025 Q1	$217K	Buy	+1,567	New	+$200K	0.02%	550
2022 Q2	–	Sell	-1,547	Closed	-$205K	–	509
2022 Q1	$205K	Buy	+1,547	New	+$189K	0.02%	476
2021 Q3	–	Sell	-1,853	Closed	-$204K	–	492
2021 Q2	$204K	Hold	1,853	–	–	0.03%	306
2021 Q1	$210K	Buy	+1,853	New	+$195K	0.03%	377

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Transcend Capital Advisors's DTE Position: Q2 2026 in Review

Transcend Capital Advisors increased its DTE Energy (DTE) stake by 217% in Q2 2026, buying an estimated $496K and bringing the position to 4,962 shares worth $756K. The position accounts for 0.05% of the portfolio, ranked #338.

Transcend Capital Advisors first reported a position in DTE in Q1 2021 and has held it in 7 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Transcend Capital Advisors held 4,962 shares of DTE Energy worth $756K as of Q2 2026.
Transcend Capital Advisors bought 3,395 DTE Energy shares in Q2 2026, an estimated $496K.
DTE Energy made up 0.05% of Transcend Capital Advisors's portfolio in Q2 2026, its #338 holding.
Transcend Capital Advisors first reported a position in DTE Energy in Q1 2021 and has held it in 7 quarters since.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.