CB
DTE icon

Cadence Bank’s DTE Energy DTE Stock Holding History

Cadence Bank’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
2025
Q4 		$1.25M Buy
9,711
+431
+5% +$58.5K 0.07% 157
2025
Q3 		$1.31M Buy
9,280
+2
+0% +$274 0.08% 153
2025
Q2 		$1.23M Buy
9,278
+25
+0.3% +$3.36K 0.08% 153
2025
Q1 		$1.28M Sell
9,253
-240
-3% -$30.6K 0.09% 142
2024
Q4 		$1.15M Sell
9,493
-253
-3% -$31.2K 0.08% 150
2024
Q3 		$1.25M Sell
9,746
-324
-3% -$39.1K 0.09% 147
2024
Q2 		$1.12M Hold
10,070
– – 0.08% 138
2024
Q1 		$1.13M Sell
10,070
-691
-6% -$74.6K 0.08% 152
2023
Q4 		$1.19M Sell
10,761
-82
-0.8% -$8.4K 0.1% 142
2023
Q3 		$1.08M Sell
10,843
-198
-2% -$21.3K 0.09% 142
2023
Q2 		$1.21M Sell
11,041
-64
-0.6% -$7.13K 0.11% 135
2023
Q1 		$1.22M Sell
11,105
-420
-4% -$47K 0.11% 133
2022
Q4 		$1.35M Sell
11,525
-1,538
-12% -$174K 0.13% 128
2022
Q3 		$1.5M Buy
+13,063
New +$1.69M 0.16% 112

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cadence Bank's DTE Position: Q4 2025 in Review

Cadence Bank increased its DTE Energy (DTE) stake by 4.6% in Q4 2025, buying an estimated $58.5K and bringing the position to 9,711 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #157.

Cadence Bank first reported a position in DTE in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.5M in Q3 2022. 959 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • Cadence Bank held 9,711 shares of DTE Energy worth $1.25M as of Q4 2025.
  • Cadence Bank bought 431 DTE Energy shares in Q4 2025, an estimated $58.5K.
  • DTE Energy made up 0.07% of Cadence Bank's portfolio in Q4 2025, its #157 holding.
  • Cadence Bank first reported a position in DTE Energy in Q3 2022 and has held it in 14 quarters since.
  • Cadence Bank's DTE Energy position peaked at $1.5M in Q3 2022.
  • 959 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.