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Checchi Capital Advisers’s DTE Energy DTE Stock Holding History

Checchi Capital Advisers’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 		$369K Buy
2,421
+19
+0.8% +$2.78K 0.02% 430
2026
Q1 		$351K Buy
2,402
+450
+23% +$63.3K 0.02% 432
2025
Q4 		$252K Sell
1,952
-125
-6% -$17K 0.01% 475
2025
Q3 		$294K Buy
2,077
+230
+12% +$31.5K 0.02% 443
2025
Q2 		$245K Sell
1,847
-208
-10% -$28K 0.01% 510
2025
Q1 		$284K Buy
2,055
+325
+19% +$41.5K 0.02% 470
2024
Q4 		$209K Sell
1,730
-3
-0.2% -$370 0.01% 540
2024
Q3 		$223K Buy
+1,733
New +$209K 0.01% 531
2023
Q3 		– Sell
-1,828
Closed -$201K – 552
2023
Q2 		$201K Buy
+1,828
New +$204K 0.02% 545
2023
Q1 		– Sell
-2,070
Closed -$243K – 573
2022
Q4 		$243K Buy
2,070
+134
+7% +$15.2K 0.03% 467
2022
Q3 		$223K Buy
1,936
+78
+4% +$10.1K 0.02% 483
2022
Q2 		$242K Buy
+1,858
New +$242K 0.02% 493
2020
Q1 		– Sell
-1,831
Closed -$202K – 415
2019
Q4 		$202K Sell
1,831
-317
-15% -$34.2K 0.03% 414
2019
Q3 		$243K Buy
2,148
+279
+15% +$30.8K 0.03% 348
2019
Q2 		$203K Sell
1,869
-16
-0.8% -$1.72K 0.03% 391
2019
Q1 		$200K Buy
+1,885
New +$190K 0.02% 387
2016
Q3 		– Sell
-1,392
Closed -$117K – 627
2016
Q2 		$117K Sell
1,392
-230
-14% -$17.8K 0.01% 520
2016
Q1 		$125K Buy
+1,622
New +$117K 0.03% 498

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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Checchi Capital Advisers's DTE Position: Q2 2026 in Review

Checchi Capital Advisers increased its DTE Energy (DTE) stake by 0.79% in Q2 2026, buying an estimated $2.78K and bringing the position to 2,421 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #430.

Checchi Capital Advisers first reported a position in DTE in Q1 2016 and has held it in 18 quarters since. 570 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Checchi Capital Advisers held 2,421 shares of DTE Energy worth $369K as of Q2 2026.
  • Checchi Capital Advisers bought 19 DTE Energy shares in Q2 2026, an estimated $2.78K.
  • DTE Energy made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #430 holding.
  • Checchi Capital Advisers first reported a position in DTE Energy in Q1 2016 and has held it in 18 quarters since.
  • 570 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.