WestEnd Advisors’s DTE Energy DTE Stock Holding History

WestEnd 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	$1.52K	Buy	10 +1	+11%	+$146	﹤0.01%	220
2026 Q1	$1.32K	Hold	9	–	–	﹤0.01%	199
2025 Q4	$1.16K	Hold	9	–	–	﹤0.01%	214
2025 Q3	$1.27K	Buy	+9	New	+$1.23K	﹤0.01%	200
2024 Q4	–	Sell	-3	Closed	-$385	–	365
2024 Q3	$385	Hold	3	–	–	﹤0.01%	206
2024 Q2	$333	Hold	3	–	–	﹤0.01%	196
2024 Q1	$336	Hold	3	–	–	﹤0.01%	189
2023 Q4	$331	Sell	3 -2	-40%	-$205	﹤0.01%	188
2023 Q3	$496	Buy	+5	New	+$538	﹤0.01%	153
2023 Q1	–	Sell	-4	Closed	-$448	–	161
2022 Q4	$470	Buy	4 +1	+33%	+$113	﹤0.01%	148
2022 Q3	$0	Buy	3 +1	+50%	+$129	﹤0.01%	187
2022 Q2	$253	Buy	+2	New	+$261	﹤0.01%	187

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

WestEnd Advisors's DTE Position: Q2 2026 in Review

WestEnd Advisors increased its DTE Energy (DTE) stake by 11% in Q2 2026, buying an estimated $146 and bringing the position to 10 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

WestEnd Advisors first reported a position in DTE in Q2 2022 and has held it in 12 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

WestEnd Advisors held 10 shares of DTE Energy worth $1.52K as of Q2 2026.
WestEnd Advisors bought 1 DTE Energy share in Q2 2026, an estimated $146.
DTE Energy made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #220 holding.
WestEnd Advisors first reported a position in DTE Energy in Q2 2022 and has held it in 12 quarters since.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.