Beacon Capital Management Inc (Ohio)’s DTE Energy DTE Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q1	–	Sell	-260	Closed	-$33.5K	–	146
2025 Q4	$33.5K	Hold	260	–	–	﹤0.01%	69
2025 Q3	$36.8K	Hold	260	–	–	﹤0.01%	68
2025 Q2	$34.4K	Buy	+260	New	+$35K	﹤0.01%	60
2024 Q1	–	Sell	-260	Closed	-$28.7K	–	36
2023 Q4	$28.7K	Hold	260	–	–	﹤0.01%	46
2023 Q3	$25.8K	Hold	260	–	–	﹤0.01%	40
2023 Q2	$28.6K	Hold	260	–	–	﹤0.01%	41
2023 Q1	$28.5K	Hold	260	–	–	﹤0.01%	48
2022 Q4	$30.6K	Hold	260	–	–	﹤0.01%	46
2022 Q3	$30K	Hold	260	–	–	﹤0.01%	45
2022 Q2	$33K	Hold	260	–	–	﹤0.01%	48
2022 Q1	$34K	Hold	260	–	–	﹤0.01%	47
2021 Q4	$31K	Hold	260	–	–	﹤0.01%	47
2021 Q3	$29K	Buy	+260	New	+$30.5K	﹤0.01%	47
2021 Q2	–	Sell	-306	Closed	-$35K	–	35
2021 Q1	$35K	Hold	306	–	–	﹤0.01%	37
2020 Q4	$32K	Hold	306	–	–	﹤0.01%	39
2020 Q3	$30K	Hold	306	–	–	﹤0.01%	37
2020 Q2	$28K	Hold	306	–	–	﹤0.01%	40
2020 Q1	$25K	Hold	306	–	–	﹤0.01%	43
2019 Q4	$34K	Hold	306	–	–	﹤0.01%	40
2019 Q3	$35K	Hold	306	–	–	﹤0.01%	38
2019 Q2	$33K	Hold	306	–	–	﹤0.01%	45
2019 Q1	$32K	Hold	306	–	–	﹤0.01%	44
2018 Q4	$29K	Hold	306	–	–	﹤0.01%	41
2018 Q3	$28K	Hold	306	–	–	﹤0.01%	41
2018 Q2	$27K	Hold	306	–	–	﹤0.01%	48
2018 Q1	$27K	Hold	306	–	–	﹤0.01%	41
2017 Q4	$28K	Hold	306	–	–	﹤0.01%	39
2017 Q3	$28K	Hold	306	–	–	﹤0.01%	39
2017 Q2	$28K	Hold	306	–	–	﹤0.01%	40
2017 Q1	$27K	Hold	306	–	–	﹤0.01%	38
2016 Q4	$26K	Hold	306	–	–	﹤0.01%	42
2016 Q3	$24K	Hold	306	–	–	﹤0.01%	56
2016 Q2	$26K	Hold	306	–	–	﹤0.01%	72
2016 Q1	$24K	Hold	306	–	–	﹤0.01%	85
2015 Q4	$21K	Hold	306	–	–	﹤0.01%	100
2015 Q3	$21K	Hold	306	–	–	﹤0.01%	103
2015 Q2	$19K	Hold	306	–	–	﹤0.01%	109
2015 Q1	$21K	Hold	306	–	–	﹤0.01%	106
2014 Q4	$22K	Hold	306	–	–	﹤0.01%	102
2014 Q3	$20K	Hold	306	–	–	﹤0.01%	116
2014 Q2	$20K	Hold	306	–	–	﹤0.01%	121
2014 Q1	$19K	Hold	306	–	–	﹤0.01%	119
2013 Q4	$17K	Buy	+306	New	+$17.5K	0.01%	122

Other funds holding DTE

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Beacon Capital Management Inc (Ohio)'s DTE Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 260 shares — an estimated $33.5K sold.

Beacon Capital Management Inc (Ohio) first reported a position in DTE in Q4 2013 and held it in 43 quarters. The position peaked at $36.8K in Q3 2025. 989 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Beacon Capital Management Inc (Ohio) reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 260 DTE Energy shares in Q1 2026, an estimated $33.5K.
Beacon Capital Management Inc (Ohio) first reported a position in DTE Energy in Q4 2013 and held it in 43 quarters.
Beacon Capital Management Inc (Ohio)'s DTE Energy position peaked at $36.8K in Q3 2025.
989 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.