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Wilkerson Advisory Group’s DTE Energy DTE Stock Holding History

Wilkerson Advisory Group’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 		$3.05K Sell
20
-3
-13% -$438 ﹤0.01% 527
2026
Q1 		$3.36K Buy
+23
New +$3.23K ﹤0.01% 511

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

Wilkerson Advisory Group's DTE Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its DTE Energy (DTE) stake by 13% in Q2 2026, selling an estimated $438 and leaving 20 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Wilkerson Advisory Group first reported a position in DTE in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.36K in Q1 2026. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Wilkerson Advisory Group held 20 shares of DTE Energy worth $3.05K as of Q2 2026.
  • Wilkerson Advisory Group sold 3 DTE Energy shares in Q2 2026, an estimated $438.
  • DTE Energy made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #527 holding.
  • Wilkerson Advisory Group first reported a position in DTE Energy in Q1 2026 and has held it in 2 quarters since.
  • Wilkerson Advisory Group's DTE Energy position peaked at $3.36K in Q1 2026.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.