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Bleakley Financial Group’s DTE Energy DTE Stock Holding History

Bleakley Financial Group’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 		$1.84M Buy
+12,059
New +$1.76M 0.02% 488
2025
Q1 		– Sell
-4,345
Closed -$525K – 638
2024
Q4 		$525K Buy
4,345
+96
+2% +$11.8K 0.02% 608
2024
Q3 		$546K Buy
4,249
+54
+1% +$6.51K 0.02% 581
2024
Q2 		$466K Sell
4,195
-137
-3% -$15.3K 0.01% 635
2024
Q1 		$486K Sell
4,332
-4
-0.1% -$432 0.01% 624
2023
Q4 		$478K Buy
4,336
+2
+0% +$205 0.02% 600
2023
Q3 		$430K Buy
4,334
+533
+14% +$57.3K 0.02% 577
2023
Q2 		$418K Buy
3,801
+481
+14% +$53.6K 0.01% 634
2023
Q1 		$364K Buy
3,320
+527
+19% +$59K 0.01% 656
2022
Q4 		$328K Buy
+2,793
New +$317K 0.01% 674

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bleakley Financial Group's DTE Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in DTE Energy (DTE) in Q2 2026: 12,059 shares worth $1.84M. The stake represents 0.02% of the portfolio and ranks #488 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in DTE as recently as Q4 2024.

Bleakley Financial Group first reported a position in DTE in Q4 2022 and has held it in 10 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Bleakley Financial Group held 12,059 shares of DTE Energy worth $1.84M as of Q2 2026.
  • DTE Energy was a new Bleakley Financial Group position in Q2 2026.
  • DTE Energy made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #488 holding.
  • Bleakley Financial Group first reported a position in DTE Energy in Q4 2022 and has held it in 10 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.