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World Investment Advisors’s DTE Energy DTE Stock Holding History

World Investment 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 		$697K Buy
4,734
+448
+10% +$65.5K 0.01% 823
2026
Q1 		$627K Buy
4,286
+1,497
+54% +$210K 0.01% 889
2025
Q4 		$360K Sell
2,789
-910
-25% -$124K 0.01% 1093
2025
Q3 		$523K Sell
3,699
-130
-3% -$17.8K 0.01% 764
2025
Q2 		$507K Buy
3,829
+1,601
+72% +$215K 0.01% 726
2025
Q1 		$308K Sell
2,228
-296
-12% -$37.8K 0.01% 855
2024
Q4 		$305K Buy
2,524
+432
+21% +$53.3K 0.01% 818
2024
Q3 		$269K Buy
+2,092
New +$252K 0.01% 771

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

World Investment Advisors's DTE Position: Q2 2026 in Review

World Investment Advisors increased its DTE Energy (DTE) stake by 10% in Q2 2026, buying an estimated $65.5K and bringing the position to 4,734 shares worth $697K. The position accounts for 0.01% of the portfolio, ranked #823.

World Investment Advisors first reported a position in DTE in Q3 2024 and has held it in 8 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • World Investment Advisors held 4,734 shares of DTE Energy worth $697K as of Q2 2026.
  • World Investment Advisors bought 448 DTE Energy shares in Q2 2026, an estimated $65.5K.
  • DTE Energy made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #823 holding.
  • World Investment Advisors first reported a position in DTE Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

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