Baker Ellis Asset Management’s DTE Energy DTE Stock Holding History

Baker Ellis Asset Management’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	$212K	Hold	1,389	–	–	0.02%	251
2026 Q1	$203K	Buy	+1,389	New	+$195K	0.02%	246

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baker Ellis Asset Management's DTE Position: Q2 2026 in Review

Baker Ellis Asset Management held its DTE Energy (DTE) position steady in Q2 2026 at 1,389 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #251.

Baker Ellis Asset Management first reported a position in DTE in Q1 2026 and has held it in 2 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Baker Ellis Asset Management held 1,389 shares of DTE Energy worth $212K as of Q2 2026.
Baker Ellis Asset Management left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.02% of Baker Ellis Asset Management's portfolio in Q2 2026, its #251 holding.
Baker Ellis Asset Management first reported a position in DTE Energy in Q1 2026 and has held it in 2 quarters since.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Baker Ellis Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.