Chevy Chase Trust’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.3M Sell
100,442
-1,873
-2% -$274K 0.04% 324
2026
Q1
$15M Sell
102,315
-2,980
-3% -$419K 0.04% 321
2025
Q4
$13.6M Sell
105,295
-738
-0.7% -$100K 0.04% 343
2025
Q3
$15M Sell
106,033
-3,666
-3% -$502K 0.04% 323
2025
Q2
$14.5M Buy
109,699
+919
+0.8% +$124K 0.04% 322
2025
Q1
$15M Buy
108,780
+12
+0% +$1.53K 0.05% 310
2024
Q4
$13.1M Sell
108,768
-2,227
-2% -$275K 0.04% 350
2024
Q3
$14.3M Sell
110,995
-2,206
-2% -$266K 0.04% 342
2024
Q2
$12.6M Sell
113,201
-1,339
-1% -$150K 0.04% 344
2024
Q1
$12.8M Sell
114,540
-633
-0.5% -$68.3K 0.04% 346
2023
Q4
$12.7M Sell
115,173
-719
-0.6% -$73.7K 0.05% 333
2023
Q3
$11.5M Sell
115,892
-2,728
-2% -$294K 0.05% 331
2023
Q2
$13.1M Buy
118,620
+6,032
+5% +$672K 0.05% 329
2023
Q1
$12.3M Buy
112,588
+1,156
+1% +$129K 0.05% 334
2022
Q4
$13.1M Sell
111,432
-6,867
-6% -$779K 0.06% 317
2022
Q3
$13.6M Buy
118,299
+1,300
+1% +$168K 0.06% 293
2022
Q2
$14.8M Buy
116,999
+514
+0.4% +$67K 0.06% 286
2022
Q1
$15.4M Buy
116,485
+304
+0.3% +$37.1K 0.05% 315
2021
Q4
$13.9M Sell
116,181
-2,781
-2% -$318K 0.04% 346
2021
Q3
$13.3M Sell
118,962
-26,088
-18% -$3.06M 0.05% 346
2021
Q2
$16M Sell
145,050
-7,761
-5% -$908K 0.05% 310
2021
Q1
$17.3M Sell
152,811
-10,906
-7% -$1.15M 0.06% 297
2020
Q4
$16.9M Sell
163,717
-4,133
-2% -$436K 0.06% 291
2020
Q3
$16.4M Sell
167,850
-14,282
-8% -$1.4M 0.06% 273
2020
Q2
$16.7M Sell
182,132
-10,077
-5% -$892K 0.07% 270
2020
Q1
$15.5M Buy
192,209
+3,261
+2% +$331K 0.07% 256
2019
Q4
$20.9M Buy
188,948
+8,758
+5% +$945K 0.08% 252
2019
Q3
$20.4M Sell
180,190
-1,013
-0.6% -$112K 0.08% 251
2019
Q2
$19.7M Buy
181,203
+1,444
+0.8% +$155K 0.08% 257
2019
Q1
$19.2M Buy
179,759
+2,385
+1% +$241K 0.08% 258
2018
Q4
$16.6M Buy
177,374
+555
+0.3% +$54.2K 0.08% 251
2018
Q3
$16.4M Sell
176,819
-4,051
-2% -$378K 0.07% 297
2018
Q2
$16M Buy
180,870
+954
+0.5% +$82.6K 0.07% 300
2018
Q1
$16M Sell
179,916
-4,479
-2% -$393K 0.07% 292
2017
Q4
$17.2M Sell
184,395
-1,241
-0.7% -$118K 0.07% 291
2017
Q3
$17M Buy
185,636
+2,250
+1% +$208K 0.08% 285
2017
Q2
$16.5M Sell
183,386
-164
-0.1% -$14.9K 0.08% 279
2017
Q1
$16M Buy
183,550
+5,866
+3% +$497K 0.08% 279
2016
Q4
$14.9M Buy
177,684
+241
+0.1% +$19.4K 0.08% 276
2016
Q3
$14.1M Sell
177,443
-4,172
-2% -$340K 0.08% 286
2016
Q2
$15.3M Buy
181,615
+2,093
+1% +$162K 0.09% 263
2016
Q1
$13.9M Buy
179,522
+5,279
+3% +$381K 0.08% 283
2015
Q4
$11.9M Buy
174,243
+1,176
+0.7% +$81K 0.07% 302
2015
Q3
$11.8M Buy
173,067
+4,967
+3% +$332K 0.07% 301
2015
Q2
$10.7M Buy
168,100
+4,063
+2% +$272K 0.06% 330
2015
Q1
$11.3M Buy
164,037
+5,598
+4% +$402K 0.07% 320
2014
Q4
$11.6M Sell
158,439
-1,471
-0.9% -$102K 0.07% 305
2014
Q3
$10.4M Buy
159,910
+9,705
+6% +$628K 0.07% 328
2014
Q2
$9.95M Sell
150,205
-2,081
-1% -$135K 0.07% 332
2014
Q1
$9.63M Sell
152,286
-693
-0.5% -$40.8K 0.07% 331
2013
Q4
$8.64M Buy
152,979
+4,587
+3% +$263K 0.06% 343
2013
Q3
$8.33M Buy
148,392
+4,578
+3% +$265K 0.07% 334
2013
Q2
$8.2M Buy
+143,814
New +$8.47M 0.07% 319

Other funds holding DTE

Chevy Chase Trust's DTE Position: Q2 2026 in Review

Chevy Chase Trust reduced its DTE Energy (DTE) stake by 1.8% in Q2 2026, selling an estimated $274K and leaving 100,442 shares worth $15.3M. The position accounts for 0.04% of the portfolio, ranked #324.

Chevy Chase Trust first reported a position in DTE in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.9M in Q4 2019. 1,029 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Chevy Chase Trust held 100,442 shares of DTE Energy worth $15.3M as of Q2 2026.
  • Chevy Chase Trust sold 1,873 DTE Energy shares in Q2 2026, an estimated $274K.
  • DTE Energy made up 0.04% of Chevy Chase Trust's portfolio in Q2 2026, its #324 holding.
  • Chevy Chase Trust first reported a position in DTE Energy in Q2 2013 and has held it in 53 quarters since.
  • Chevy Chase Trust's DTE Energy position peaked at $20.9M in Q4 2019.
  • 1,029 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.