Carnegie Investment Counsel’s DTE Energy DTE Stock Holding History

Carnegie Investment Counsel’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	$1.83M	Sell	11,995 -15	-0.1%	-$2.19K	0.04%	259
2026 Q1	$1.76M	Hold	12,010	–	–	0.03%	270
2025 Q4	$1.55M	Sell	12,010 -240	-2%	-$32.6K	0.03%	284
2025 Q3	$1.73M	Buy	12,250 +7,808	+176%	+$1.07M	0.03%	264
2025 Q2	$588K	Sell	4,442 -66	-1%	-$8.88K	0.01%	368
2025 Q1	$577K	Sell	4,508 -7	-0.2%	-$893	0.01%	353
2024 Q4	$545K	Sell	4,515 -31	-0.7%	-$3.82K	0.02%	327
2024 Q3	$584K	Buy	4,546 +274	+6%	+$33K	0.02%	320
2024 Q2	$474K	Buy	+4,272	New	+$478K	0.01%	340
2021 Q3	–	Sell	-2,070	Closed	-$228K	–	474
2021 Q2	$228K	Sell	2,070 -100	-5%	-$11.7K	0.01%	437
2021 Q1	$246K	Buy	2,170 +142	+7%	+$14.9K	0.01%	407
2020 Q4	$210K	Buy	+2,028	New	+$214K	0.01%	408
2020 Q1	–	Sell	-1,915	Closed	-$212K	–	402
2019 Q4	$212K	Buy	+1,915	New	+$207K	0.01%	402

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 $3.38T AUM 44.17% 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

Carnegie Investment Counsel's DTE Position: Q2 2026 in Review

Carnegie Investment Counsel reduced its DTE Energy (DTE) stake by 0.12% in Q2 2026, selling an estimated $2.19K and leaving 11,995 shares worth $1.83M. The position accounts for 0.04% of the portfolio, ranked #259.

Carnegie Investment Counsel first reported a position in DTE in Q4 2019 and has held it in 13 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Carnegie Investment Counsel held 11,995 shares of DTE Energy worth $1.83M as of Q2 2026.
Carnegie Investment Counsel sold 15 DTE Energy shares in Q2 2026, an estimated $2.19K.
DTE Energy made up 0.04% of Carnegie Investment Counsel's portfolio in Q2 2026, its #259 holding.
Carnegie Investment Counsel first reported a position in DTE Energy in Q4 2019 and has held it in 13 quarters since.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.