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 Q3	$1.22K	Hold	10	–	–	﹤0.01%	266
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

WestEnd Advisors's DTE Position: Q3 2026 in Review

WestEnd Advisors held its DTE Energy (DTE) position steady in Q3 2026 at 10 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

WestEnd Advisors first reported a position in DTE in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.52K in Q2 2026. 829 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

WestEnd Advisors held 10 shares of DTE Energy worth $1.22K as of Q3 2026.
WestEnd Advisors left its DTE Energy share count unchanged in Q3 2026.
DTE Energy made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #266 holding.
WestEnd Advisors first reported a position in DTE Energy in Q2 2022 and has held it in 13 quarters since.
WestEnd Advisors's DTE Energy position peaked at $1.52K in Q2 2026.
829 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.