CT
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Chicago Trust’s DTE Energy DTE Stock Holding History

Chicago Trust’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 		$516K Sell
3,384
-9
-0.3% -$1.31K 0.07% 241
2026
Q1 		$496K Sell
3,393
-4
-0.1% -$562 0.08% 242
2025
Q4 		$438K Sell
3,397
-1,755
-34% -$238K 0.07% 259
2025
Q3 		$729K Sell
5,152
-687
-12% -$94.1K 0.1% 181
2025
Q2 		$773K Buy
+5,839
New +$785K 0.11% 167

Other funds holding DTE

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Chicago Trust's DTE Position: Q2 2026 in Review

Chicago Trust reduced its DTE Energy (DTE) stake by 0.27% in Q2 2026, selling an estimated $1.31K and leaving 3,384 shares worth $516K. The position accounts for 0.07% of the portfolio, ranked #241.

Chicago Trust first reported a position in DTE in Q2 2025 and has held it in 5 quarters since. The position peaked at $773K in Q2 2025. 146 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Chicago Trust held 3,384 shares of DTE Energy worth $516K as of Q2 2026.
  • Chicago Trust sold 9 DTE Energy shares in Q2 2026, an estimated $1.31K.
  • DTE Energy made up 0.07% of Chicago Trust's portfolio in Q2 2026, its #241 holding.
  • Chicago Trust first reported a position in DTE Energy in Q2 2025 and has held it in 5 quarters since.
  • Chicago Trust's DTE Energy position peaked at $773K in Q2 2025.
  • 146 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.