Trifecta Capital Advisors’s DTE Energy DTE Stock Holding History

Trifecta 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	$153	Buy	+1	New	+$146	﹤0.01%	478
2025 Q4	–	Sell	-14	Closed	-$1.98K	–	314
2025 Q3	$1.98K	Sell	14 -14	-50%	-$1.92K	﹤0.01%	339
2025 Q2	$3.71K	Buy	28 +14	+100%	+$1.88K	﹤0.01%	285
2025 Q1	$1.94K	Hold	14	–	–	﹤0.01%	318
2024 Q4	$1.69K	Hold	14	–	–	﹤0.01%	322
2024 Q3	$1.8K	Hold	14	–	–	﹤0.01%	327
2024 Q2	$1.55K	Hold	14	–	–	﹤0.01%	337
2024 Q1	$1.57K	Hold	14	–	–	﹤0.01%	330
2023 Q4	$1.54K	Hold	14	–	–	﹤0.01%	357
2023 Q3	$1.39K	Hold	14	–	–	﹤0.01%	347
2023 Q2	$1.54K	Hold	14	–	–	﹤0.01%	335
2023 Q1	$1.53K	Hold	14	–	–	﹤0.01%	330
2022 Q4	$1.65K	Buy	+14	New	+$1.59K	﹤0.01%	331

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 $3.37T AUM 44.26% 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

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

Trifecta Capital Advisors opened a new position in DTE Energy (DTE) in Q2 2026: 1 share worth $153. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in DTE as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in DTE in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.71K in Q2 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Trifecta Capital Advisors held 1 share of DTE Energy worth $153 as of Q2 2026.
DTE Energy was a new Trifecta Capital Advisors position in Q2 2026.
DTE Energy made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #478 holding.
Trifecta Capital Advisors first reported a position in DTE Energy in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's DTE Energy position peaked at $3.71K in Q2 2025.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.