Cary Street Partners Investment Advisory’s DTE Energy DTE Stock Holding History

Cary Street Partners Investment Advisory’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	$109K	Buy	715 +174	+32%	+$25.4K	0.02%	486
2026 Q1	$79.1K	Buy	541 +264	+95%	+$37.1K	0.02%	491
2025 Q4	$35.7K	Buy	277 +8	+3%	+$1.09K	0.01%	544
2025 Q3	$38K	Buy	269 +31	+13%	+$4.25K	0.02%	469
2025 Q2	$31.5K	Buy	+238	New	+$32K	0.02%	449
2023 Q4	–	Sell	-156	Closed	-$15.5K	–	919
2023 Q3	$15.5K	Buy	156 +5	+3%	+$538	﹤0.01%	1182
2023 Q2	$16.6K	Hold	151	–	–	﹤0.01%	1100
2023 Q1	$16.5K	Hold	151	–	–	﹤0.01%	1023
2022 Q4	$17.7K	Buy	+151	New	+$17.1K	﹤0.01%	1008

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Cary Street Partners Investment Advisory's DTE Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its DTE Energy (DTE) stake by 32% in Q2 2026, buying an estimated $25.4K and bringing the position to 715 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #486.

Cary Street Partners Investment Advisory first reported a position in DTE in Q4 2022 and has held it in 9 quarters since. 623 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Cary Street Partners Investment Advisory held 715 shares of DTE Energy worth $109K as of Q2 2026.
Cary Street Partners Investment Advisory bought 174 DTE Energy shares in Q2 2026, an estimated $25.4K.
DTE Energy made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #486 holding.
Cary Street Partners Investment Advisory first reported a position in DTE Energy in Q4 2022 and has held it in 9 quarters since.
623 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.