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CAPTRUST FINANCIAL ADVISORS: DTE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on DTE, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 52,544 DTE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,544 shares
    Change vs previous 13F +19,011 shares

    0.01% of the 13F portfolio, value $8,006,173.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,533 shares
    Change vs previous 13F +17,056 shares

    0.01% of the 13F portfolio, value $4,903,222.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,477 shares
    Change vs previous 13F -2,304 shares

    <0.01% of the 13F portfolio, value $2,125,251.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,781 shares
    Change vs previous 13F -109 shares

    0.01% of the 13F portfolio, value $2,656,162.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,890 shares
    Change vs previous 13F -424 shares

    0.01% of the 13F portfolio, value $2,502,138.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,314 shares
    Change vs previous 13F +1,975 shares

    0.01% of the 13F portfolio, value $2,670,550.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,339 shares
    Change vs previous 13F +6,301 shares

    0.01% of the 13F portfolio, value $2,093,699.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,038 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,417,359.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).