Valley National Advisers’s DTE Energy DTE Stock Holding History

Valley National Advisers’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	$2.13K	Hold	14	–	–	﹤0.01%	800
2026 Q1	$2K	Hold	14	–	–	﹤0.01%	759
2025 Q4	$1K	Hold	14	–	–	﹤0.01%	844
2025 Q3	$1K	Hold	14	–	–	﹤0.01%	779
2025 Q2	$1K	Hold	14	–	–	﹤0.01%	766
2025 Q1	$1K	Hold	14	–	–	﹤0.01%	759
2024 Q4	$1K	Hold	14	–	–	﹤0.01%	720
2024 Q3	$1K	Sell	14 -45	-76%	-$5.43K	﹤0.01%	692
2024 Q2	$6K	Sell	59 -5	-8%	-$559	﹤0.01%	715
2024 Q1	$7K	Buy	64 +29	+83%	+$3.13K	﹤0.01%	714
2023 Q4	$3K	Hold	35	–	–	﹤0.01%	868
2023 Q3	$3K	Buy	+35	New	+$3.77K	﹤0.01%	761
2019 Q1	–	Sell	-59	Closed	-$6K	–	759
2018 Q4	$6K	Buy	+59	New	+$5.76K	﹤0.01%	497

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

Valley National Advisers's DTE Position: Q2 2026 in Review

Valley National Advisers held its DTE Energy (DTE) position steady in Q2 2026 at 14 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Valley National Advisers first reported a position in DTE in Q4 2018 and has held it in 13 quarters since. The position peaked at $7K in Q1 2024. 1,029 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Valley National Advisers held 14 shares of DTE Energy worth $2.13K as of Q2 2026.
Valley National Advisers left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #800 holding.
Valley National Advisers first reported a position in DTE Energy in Q4 2018 and has held it in 13 quarters since.
Valley National Advisers's DTE Energy position peaked at $7K in Q1 2024.
1,029 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.