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Belpointe Asset Management’s DTE Energy DTE Stock Holding History

Belpointe 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 		$337K Sell
2,212
-192
-8% -$28.1K 0.01% 864
2026
Q1 		$352K Buy
2,404
+4
+0.2% +$562 0.01% 805
2025
Q4 		$310K Buy
2,400
+527
+28% +$71.6K 0.01% 818
2025
Q3 		$265K Sell
1,873
-209
-10% -$28.6K 0.01% 834
2025
Q2 		$276K Buy
2,082
+7
+0.3% +$941 0.01% 781
2025
Q1 		$287K Sell
2,075
-42
-2% -$5.36K 0.01% 740
2024
Q4 		$265K Sell
2,117
-20
-0.9% -$2.47K 0.02% 702
2024
Q3 		$274K Buy
2,137
+41
+2% +$4.94K 0.02% 695
2024
Q2 		$233K Sell
2,096
-276
-12% -$30.9K 0.02% 676
2024
Q1 		$266K Sell
2,372
-141
-6% -$15.2K 0.02% 643
2023
Q4 		$277K Buy
2,513
+499
+25% +$51.1K 0.02% 548
2023
Q3 		$200K Buy
2,014
+180
+10% +$19.4K 0.02% 606
2023
Q2 		$202K Sell
1,834
-1,370
-43% -$153K 0.02% 572
2023
Q1 		$351K Buy
3,204
+482
+18% +$54K 0.02% 687
2022
Q4 		$320K Sell
2,722
-831
-23% -$94.2K 0.02% 708
2022
Q3 		$409K Sell
3,553
-27
-0.8% -$3.49K 0.03% 583
2022
Q2 		$454K Buy
3,580
+220
+7% +$28.7K 0.03% 526
2022
Q1 		$444K Sell
3,360
-5,781
-63% -$705K 0.03% 581
2021
Q4 		$1.09M Buy
9,141
+695
+8% +$79.5K 0.07% 294
2021
Q3 		$944K Buy
8,446
+5,739
+212% +$673K 0.06% 320
2021
Q2 		$298K Buy
2,707
+615
+29% +$71.9K 0.02% 668
2021
Q1 		$236K Sell
2,092
-553
-21% -$58.1K 0.02% 688
2020
Q4 		$273K Sell
2,645
-293
-10% -$30.9K 0.02% 596
2020
Q3 		$288K Sell
2,938
-66
-2% -$6.45K 0.03% 451
2020
Q2 		$275K Buy
3,004
+1,182
+65% +$105K 0.04% 429
2020
Q1 		$147K Sell
1,822
-550
-23% -$55.8K 0.03% 501
2019
Q4 		$262K Buy
2,372
+1,366
+136% +$147K 0.03% 468
2019
Q3 		$114K Buy
+1,006
New +$111K 0.02% 628
2018
Q4 		– Sell
-5,842
Closed -$543K – 530
2018
Q3 		$543K Buy
+5,842
New +$545K 0.09% 240

Other funds holding DTE

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Belpointe Asset Management's DTE Position: Q2 2026 in Review

Belpointe Asset Management reduced its DTE Energy (DTE) stake by 8% in Q2 2026, selling an estimated $28.1K and leaving 2,212 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #864.

Belpointe Asset Management first reported a position in DTE in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.09M in Q4 2021. 401 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Belpointe Asset Management held 2,212 shares of DTE Energy worth $337K as of Q2 2026.
  • Belpointe Asset Management sold 192 DTE Energy shares in Q2 2026, an estimated $28.1K.
  • DTE Energy made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #864 holding.
  • Belpointe Asset Management first reported a position in DTE Energy in Q3 2018 and has held it in 29 quarters since.
  • Belpointe Asset Management's DTE Energy position peaked at $1.09M in Q4 2021.
  • 401 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.