Brown, Lisle/Cummings’s DTE Energy DTE Stock Holding History

Brown, Lisle/Cummings’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	$50.7K	Hold	333	–	–	0.01%	392
2026 Q1	$48.7K	Hold	333	–	–	0.01%	364
2025 Q4	$43K	Hold	333	–	–	0.01%	358
2025 Q3	$47.1K	Hold	333	–	–	0.01%	346
2025 Q2	$44.1K	Hold	333	–	–	0.01%	347
2025 Q1	$46K	Hold	333	–	–	0.01%	339
2024 Q4	$40.2K	Hold	333	–	–	0.01%	354
2024 Q3	$42.8K	Hold	333	–	–	0.01%	329
2024 Q2	$37K	Sell	333 -175	-34%	-$19.6K	0.01%	336
2024 Q1	$57K	Hold	508	–	–	0.02%	281
2023 Q4	$56K	Hold	508	–	–	0.02%	277
2023 Q3	$50.4K	Hold	508	–	–	0.02%	271
2023 Q2	$55.9K	Buy	508 +333	+190%	+$37.1K	0.03%	269
2023 Q1	$19.2K	Hold	175	–	–	0.01%	337
2022 Q4	$20.6K	Hold	175	–	–	0.01%	321
2022 Q3	$20.1K	Hold	175	–	–	0.01%	316
2022 Q2	$22.2K	Hold	175	–	–	0.01%	318
2022 Q1	$23.1K	Hold	175	–	–	0.01%	325
2021 Q4	$20.9K	Buy	+175	New	+$20K	0.01%	332

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 $3.37T AUM 44.26% 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

Brown, Lisle/Cummings's DTE Position: Q2 2026 in Review

Brown, Lisle/Cummings held its DTE Energy (DTE) position steady in Q2 2026 at 333 shares worth $50.7K. The position accounts for 0.01% of the portfolio, ranked #392.

Brown, Lisle/Cummings first reported a position in DTE in Q4 2021 and has held it in 19 quarters since. The position peaked at $57K in Q1 2024. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Brown, Lisle/Cummings held 333 shares of DTE Energy worth $50.7K as of Q2 2026.
Brown, Lisle/Cummings left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #392 holding.
Brown, Lisle/Cummings first reported a position in DTE Energy in Q4 2021 and has held it in 19 quarters since.
Brown, Lisle/Cummings's DTE Energy position peaked at $57K in Q1 2024.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.