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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
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
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
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. 619 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.
  • 619 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.