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True Link Financial Advisors’s DTE Energy DTE Stock Holding History

True Link Financial 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 		– Sell
-1,214
Closed -$177K – 179
2026
Q1 		$177K Sell
1,214
-595
-33% -$83.7K 0.01% 103
2025
Q4 		$233K Sell
1,809
-1,424
-44% -$193K 0.01% 101
2025
Q3 		$457K Hold
3,233
– – 0.03% 54
2025
Q2 		$428K Hold
3,233
– – 0.03% 55
2025
Q1 		$447K Buy
+3,233
New +$413K 0.03% 57

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 $3.38T AUM 44.17% 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

True Link Financial Advisors's DTE Position: Q2 2026 in Review

True Link Financial Advisors sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 1,214 shares — an estimated $177K sold.

True Link Financial Advisors first reported a position in DTE in Q1 2025 and held it in 5 quarters. The position peaked at $457K in Q3 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • True Link Financial Advisors reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 1,214 DTE Energy shares in Q2 2026, an estimated $177K.
  • True Link Financial Advisors first reported a position in DTE Energy in Q1 2025 and held it in 5 quarters.
  • True Link Financial Advisors's DTE Energy position peaked at $457K in Q3 2025.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.