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Brinker Capital Investments’s DTE Energy DTE Stock Holding History

Brinker Capital Investments’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 		$642K Sell
4,216
-234
-5% -$34.2K ﹤0.01% 1375
2026
Q1 		$651K Sell
4,450
-551
-11% -$77.5K 0.01% 1348
2025
Q4 		$645K Sell
5,001
-1,612
-24% -$219K ﹤0.01% 1479
2025
Q3 		$935K Buy
6,613
+364
+6% +$49.9K 0.01% 1265
2025
Q2 		$828K Buy
6,249
+129
+2% +$17.3K 0.01% 1291
2025
Q1 		$846K Buy
6,120
+378
+7% +$48.2K 0.01% 1172
2024
Q4 		$693K Buy
5,742
+1,618
+39% +$200K 0.01% 1224
2024
Q3 		$530K Sell
4,124
-85
-2% -$10.2K 0.01% 1319
2024
Q2 		$467K Buy
4,209
+536
+15% +$59.9K ﹤0.01% 1299
2024
Q1 		$412K Buy
3,673
+1,748
+91% +$189K ﹤0.01% 1351
2023
Q4 		$215K Sell
1,925
-2,764
-59% -$283K ﹤0.01% 1544
2023
Q3 		$466K Sell
4,689
-265
-5% -$28.5K 0.01% 1224
2023
Q2 		$545K Buy
4,954
+502
+11% +$55.9K 0.01% 1182
2023
Q1 		$488K Buy
4,452
+2,264
+103% +$254K 0.01% 1151
2022
Q4 		$257K Sell
2,188
-183
-8% -$20.7K 0.01% 1206
2022
Q3 		$273K Buy
2,371
+65
+3% +$8.4K 0.01% 1155
2022
Q2 		$292K Sell
2,306
-86
-4% -$11.2K 0.01% 1173
2022
Q1 		$316K Buy
2,392
+106
+5% +$12.9K ﹤0.01% 1205
2021
Q4 		$273K Buy
+2,286
New +$261K ﹤0.01% 1282
2020
Q1 		– Sell
-39
Closed -$4K – 410
2019
Q4 		$4K Hold
39
– – ﹤0.01% 687
2019
Q3 		$4K Hold
39
– – ﹤0.01% 651
2019
Q2 		$4K Hold
39
– – ﹤0.01% 850
2019
Q1 		$4K Hold
39
– – ﹤0.01% 725
2018
Q4 		$4K Hold
39
– – ﹤0.01% 566
2018
Q3 		$4K Hold
39
– – ﹤0.01% 545
2018
Q2 		$3K Hold
39
– – ﹤0.01% 554
2018
Q1 		$3K Buy
+39
New +$3.42K ﹤0.01% 496

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

Brinker Capital Investments's DTE Position: Q2 2026 in Review

Brinker Capital Investments reduced its DTE Energy (DTE) stake by 5.3% in Q2 2026, selling an estimated $34.2K and leaving 4,216 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Brinker Capital Investments first reported a position in DTE in Q1 2018 and has held it in 27 quarters since. The position peaked at $935K in Q3 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Brinker Capital Investments held 4,216 shares of DTE Energy worth $642K as of Q2 2026.
  • Brinker Capital Investments sold 234 DTE Energy shares in Q2 2026, an estimated $34.2K.
  • DTE Energy made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1375 holding.
  • Brinker Capital Investments first reported a position in DTE Energy in Q1 2018 and has held it in 27 quarters since.
  • Brinker Capital Investments's DTE Energy position peaked at $935K in Q3 2025.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.