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Whipplewood Advisors’s DTE Energy DTE Stock Holding History

Whipplewood 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 		– Sell
-61
Closed -$8.92K – 764
2026
Q1 		$8.92K Buy
+61
New +$8.58K ﹤0.01% 511
2025
Q3 		– Sell
-74
Closed -$9.8K – 549
2025
Q2 		$9.8K Sell
74
-27
-27% -$3.63K 0.01% 567
2025
Q1 		$10.1K Buy
101
+28
+38% +$3.57K 0.01% 562
2024
Q4 		$8.81K Buy
+73
New +$9.01K 0.01% 576

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

Whipplewood Advisors's DTE Position: Q2 2026 in Review

Whipplewood Advisors sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 61 shares — an estimated $8.92K sold.

Whipplewood Advisors first reported a position in DTE in Q4 2024 and held it in 4 quarters. The position peaked at $10.1K in Q1 2025. 1,029 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Whipplewood Advisors reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 61 DTE Energy shares in Q2 2026, an estimated $8.92K.
  • Whipplewood Advisors first reported a position in DTE Energy in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's DTE Energy position peaked at $10.1K in Q1 2025.
  • 1,029 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.