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Chicago Partners Investment Group’s DTE Energy DTE Stock Holding History

Chicago Partners Investment Group’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 		$1.53M Buy
10,302
+6,124
+147% +$895K 0.03% 467
2026
Q1 		$600K Buy
4,178
+416
+11% +$58.5K 0.01% 781
2025
Q4 		$505K Sell
3,762
-1,238
-25% -$168K 0.01% 757
2025
Q3 		$698K Buy
5,000
+652
+15% +$89.3K 0.02% 543
2025
Q2 		$601K Buy
4,348
+495
+13% +$66.6K 0.02% 527
2025
Q1 		$534K Sell
3,853
-461
-11% -$58.8K 0.02% 502
2024
Q4 		$522K Buy
4,314
+1,608
+59% +$198K 0.02% 497
2024
Q3 		$352K Buy
2,706
+940
+53% +$113K 0.01% 579
2024
Q2 		$213K Buy
+1,766
New +$197K 0.01% 702
2018
Q4 		– Sell
-588
Closed -$57K – 481
2018
Q3 		$57K Buy
+588
New +$54.8K 0.01% 495
2017
Q4 		– Sell
-65
Closed -$6K – 897
2017
Q3 		$6K Buy
+65
New +$6.02K ﹤0.01% 849
2017
Q1 		– Sell
-6
Closed – – 556
2016
Q4 		$0 Buy
+6
New +$482 ﹤0.01% 542
2015
Q2 		– Sell
-99
Closed -$7K – 454
2015
Q1 		$7K Sell
99
-7
-7% -$503 ﹤0.01% 387
2014
Q4 		$8K Buy
+106
New +$7.36K ﹤0.01% 388

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Chicago Partners Investment Group's DTE Position: Q2 2026 in Review

Chicago Partners Investment Group increased its DTE Energy (DTE) stake by 147% in Q2 2026, buying an estimated $895K and bringing the position to 10,302 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #467.

Chicago Partners Investment Group first reported a position in DTE in Q4 2014 and has held it in 14 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Chicago Partners Investment Group held 10,302 shares of DTE Energy worth $1.53M as of Q2 2026.
  • Chicago Partners Investment Group bought 6,124 DTE Energy shares in Q2 2026, an estimated $895K.
  • DTE Energy made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #467 holding.
  • Chicago Partners Investment Group first reported a position in DTE Energy in Q4 2014 and has held it in 14 quarters since.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.