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BOLTON SECURITIES CORPORATION’s DTE Energy DTE Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$50.9K Sell
418
-62
-13% -$8.61K ﹤0.01% 1336
2026
Q2 		$73.1K Buy
480
+91
+23% +$13.3K ﹤0.01% 1194
2026
Q1 		$56.9K Sell
389
-46
-11% -$6.47K ﹤0.01% 1196
2025
Q4 		$56.1K Buy
435
+100
+30% +$13.6K ﹤0.01% 1166
2025
Q3 		$47.4K Sell
335
-82
-20% -$11.2K ﹤0.01% 1158
2025
Q2 		$55.3K Buy
417
+54
+15% +$7.26K ﹤0.01% 1073
2025
Q1 		$50.3K Buy
+363
New +$46.3K ﹤0.01% 1047

Other funds holding DTE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DTE Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its DTE Energy (DTE) stake by 13% in Q3 2026, selling an estimated $8.61K and leaving 418 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

BOLTON SECURITIES CORPORATION first reported a position in DTE in Q1 2025 and has held it in 7 quarters since. The position peaked at $73.1K in Q2 2026. 829 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 418 shares of DTE Energy worth $50.9K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 62 DTE Energy shares in Q3 2026, an estimated $8.61K.
  • DTE Energy made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1336 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in DTE Energy in Q1 2025 and has held it in 7 quarters since.
  • BOLTON SECURITIES CORPORATION's DTE Energy position peaked at $73.1K in Q2 2026.
  • 829 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.