BankPlus Trust Department’s DTE Energy DTE Stock Holding History

BankPlus Trust Department’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	$18.3K	Hold	120	–	–	﹤0.01%	359
2026 Q1	$17.5K	Hold	120	–	–	﹤0.01%	344
2025 Q4	$15.5K	Hold	120	–	–	﹤0.01%	344
2025 Q3	$17K	Hold	120	–	–	﹤0.01%	331
2025 Q2	$15.9K	Hold	120	–	–	﹤0.01%	325
2025 Q1	$16.6K	Hold	120	–	–	0.01%	323
2024 Q4	$14.5K	Buy	+120	New	+$14.8K	﹤0.01%	312

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 $3.38T AUM 44.17% 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

BankPlus Trust Department's DTE Position: Q2 2026 in Review

BankPlus Trust Department held its DTE Energy (DTE) position steady in Q2 2026 at 120 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

BankPlus Trust Department first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

BankPlus Trust Department held 120 shares of DTE Energy worth $18.3K as of Q2 2026.
BankPlus Trust Department left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #359 holding.
BankPlus Trust Department first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.