VWA
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Valued Wealth Advisors’s DTE Energy DTE Stock Holding History

Valued Wealth 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 		$2.46K Hold
16
– – ﹤0.01% 625
2026
Q1 		$2.36K Hold
16
– – ﹤0.01% 537
2025
Q4 		$2.08K Hold
16
– – ﹤0.01% 395
2025
Q3 		$2.28K Hold
16
– – ﹤0.01% 377
2025
Q2 		$2.14K Hold
16
– – ﹤0.01% 379
2025
Q1 		$2.23K Hold
16
– – ﹤0.01% 403
2024
Q4 		$1.95K Hold
16
– – ﹤0.01% 408
2024
Q3 		$2.06K Buy
16
+7
+78% +$844 ﹤0.01% 366
2024
Q2 		$1.01K Hold
9
– – ﹤0.01% 439
2024
Q1 		$1.02K Hold
9
– – ﹤0.01% 436
2023
Q4 		$903 Buy
+9
New +$922 ﹤0.01% 387

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

Valued Wealth Advisors's DTE Position: Q2 2026 in Review

Valued Wealth Advisors held its DTE Energy (DTE) position steady in Q2 2026 at 16 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Valued Wealth Advisors first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Valued Wealth Advisors held 16 shares of DTE Energy worth $2.46K as of Q2 2026.
  • Valued Wealth Advisors left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #625 holding.
  • Valued Wealth Advisors first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.