Washington Trust Advisors’s DTE Energy DTE Stock Holding History

Washington Trust 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	$138K	Sell	908 -33	-4%	-$4.82K	0.01%	261
2026 Q1	$138K	Sell	941 -90	-9%	-$12.7K	0.01%	257
2025 Q4	$133K	Buy	1,031 +5	+0.5%	+$679	0.01%	254
2025 Q3	$145K	Buy	1,026 +32	+3%	+$4.38K	0.01%	250
2025 Q2	$132K	Buy	994 +30	+3%	+$4.03K	0.01%	232
2025 Q1	$133K	Buy	964 +9	+0.9%	+$1.15K	0.01%	229
2024 Q4	$115K	Hold	955	–	–	0.01%	246
2024 Q3	$123K	Buy	955 +31	+3%	+$3.74K	0.01%	245
2024 Q2	$103K	Buy	924 +27	+3%	+$3.02K	0.01%	248
2024 Q1	$101K	Buy	897 +46	+5%	+$4.96K	0.01%	254
2023 Q4	$93.9K	Buy	851 +7	+0.8%	+$717	0.01%	255
2023 Q3	$83.8K	Buy	844 +75	+10%	+$8.07K	0.01%	259
2023 Q2	$84.6K	Sell	769 -343	-31%	-$38.2K	0.01%	252
2023 Q1	$122K	Sell	1,112 -120	-10%	-$13.4K	0.01%	224
2022 Q4	$145K	Hold	1,232	–	–	0.02%	201
2022 Q3	$142K	Hold	1,232	–	–	0.01%	230
2022 Q2	$156K	Hold	1,232	–	–	0.01%	228
2022 Q1	$163K	Hold	1,232	–	–	0.01%	265
2021 Q4	$147K	Buy	+1,232	New	+$141K	0.01%	297

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 $3.38T AUM 44.17% 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

Washington Trust Advisors's DTE Position: Q2 2026 in Review

Washington Trust Advisors reduced its DTE Energy (DTE) stake by 3.5% in Q2 2026, selling an estimated $4.82K and leaving 908 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #261.

Washington Trust Advisors first reported a position in DTE in Q4 2021 and has held it in 19 quarters since. The position peaked at $163K in Q1 2022. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Washington Trust Advisors held 908 shares of DTE Energy worth $138K as of Q2 2026.
Washington Trust Advisors sold 33 DTE Energy shares in Q2 2026, an estimated $4.82K.
DTE Energy made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #261 holding.
Washington Trust Advisors first reported a position in DTE Energy in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's DTE Energy position peaked at $163K in Q1 2022.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.