WA
DTE icon

Waverly Advisors’s DTE Energy DTE Stock Holding History

Waverly 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 		$4.07M Sell
26,700
-1,506
-5% -$220K 0.02% 501
2026
Q1 		$4.12M Sell
28,206
-1,576
-5% -$222K 0.03% 455
2025
Q4 		$3.84M Sell
29,782
-1,583
-5% -$215K 0.03% 432
2025
Q3 		$4.44M Buy
31,365
+73
+0.2% +$10K 0.04% 338
2025
Q2 		$4.14M Buy
31,292
+327
+1% +$44K 0.05% 340
2025
Q1 		$4.28M Buy
30,965
+1,772
+6% +$226K 0.05% 326
2024
Q4 		$3.53M Buy
+29,193
New +$3.6M 0.05% 270

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 $3.37T AUM 44.26% 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

Waverly Advisors's DTE Position: Q2 2026 in Review

Waverly Advisors reduced its DTE Energy (DTE) stake by 5.3% in Q2 2026, selling an estimated $220K and leaving 26,700 shares worth $4.07M. The position accounts for 0.02% of the portfolio, ranked #501.

Waverly Advisors first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.44M in Q3 2025. 1,033 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Waverly Advisors held 26,700 shares of DTE Energy worth $4.07M as of Q2 2026.
  • Waverly Advisors sold 1,506 DTE Energy shares in Q2 2026, an estimated $220K.
  • DTE Energy made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #501 holding.
  • Waverly Advisors first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
  • Waverly Advisors's DTE Energy position peaked at $4.44M in Q3 2025.
  • 1,033 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.