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Valeo Financial Advisors’s DTE Energy DTE Stock Holding History

Valeo 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
Q1 		– Sell
-1,672
Closed -$216K – 789
2025
Q4 		$216K Buy
1,672
+46
+3% +$6.25K ﹤0.01% 730
2025
Q3 		$230K Sell
1,626
-11
-0.7% -$1.51K 0.01% 710
2025
Q2 		$217K Buy
1,637
+161
+11% +$21.6K 0.01% 686
2025
Q1 		$204K Buy
+1,476
New +$188K 0.01% 640
2021
Q2 		– Sell
-385
Closed -$44K – 849
2021
Q1 		$44K Sell
385
-84
-18% -$8.82K ﹤0.01% 917
2020
Q4 		$48K Sell
469
-111
-19% -$11.7K ﹤0.01% 791
2020
Q3 		$57K Sell
580
-118
-17% -$11.5K 0.01% 618
2020
Q2 		$64K Sell
698
-68
-9% -$6.02K 0.01% 636
2020
Q1 		$73K Hold
766
– – 0.01% 499
2019
Q4 		$85K Sell
766
-235
-23% -$25.3K 0.01% 500
2019
Q3 		$113K Sell
1,001
-29
-3% -$3.21K 0.01% 406
2019
Q2 		$112K Sell
1,030
-42
-4% -$4.51K 0.01% 405
2019
Q1 		$114K Sell
1,072
-8
-0.7% -$808 0.01% 386
2018
Q4 		$101K Buy
1,080
+68
+7% +$6.64K 0.01% 376
2018
Q3 		$97K Sell
1,012
-809
-44% -$75.4K 0.01% 406
2018
Q2 		$172K Buy
1,821
+859
+89% +$74.4K 0.02% 306
2018
Q1 		$86K Buy
962
+9
+0.9% +$789 0.01% 392
2017
Q4 		$89K Buy
953
+489
+105% +$46.5K 0.01% 360
2017
Q3 		$42K Buy
+464
New +$43K 0.01% 426

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valeo Financial Advisors's DTE Position: Q1 2026 in Review

Valeo Financial Advisors sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 1,672 shares — an estimated $216K sold.

Valeo Financial Advisors first reported a position in DTE in Q3 2017 and held it in 19 quarters. The position peaked at $230K in Q3 2025. 987 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Valeo Financial Advisors reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,672 DTE Energy shares in Q1 2026, an estimated $216K.
  • Valeo Financial Advisors first reported a position in DTE Energy in Q3 2017 and held it in 19 quarters.
  • Valeo Financial Advisors's DTE Energy position peaked at $230K in Q3 2025.
  • 987 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.