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Claris Financial’s DTE Energy DTE Stock Holding History

Claris Financial’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
Q1 		$422K Buy
2,884
+25
+0.9% +$3.52K 0.23% 98
2025
Q4 		$369K Buy
2,859
+21
+0.7% +$2.85K 0.2% 110
2025
Q3 		$401K Buy
2,838
+23
+0.8% +$3.15K 0.23% 98
2025
Q2 		$373K Buy
2,815
+48
+2% +$6.45K 0.28% 88
2025
Q1 		$334K Hold
2,767
– – 0.22% 103
2024
Q4 		$334K Buy
+2,767
New +$341K 0.22% 103

Other funds holding DTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Claris Financial's DTE Position: Q1 2026 in Review

Claris Financial increased its DTE Energy (DTE) stake by 0.87% in Q1 2026, buying an estimated $3.52K and bringing the position to 2,884 shares worth $422K. The position accounts for 0.23% of the portfolio, ranked #98.

Claris Financial first reported a position in DTE in Q4 2024 and has held it in 6 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Claris Financial held 2,884 shares of DTE Energy worth $422K as of Q1 2026.
  • Claris Financial bought 25 DTE Energy shares in Q1 2026, an estimated $3.52K.
  • DTE Energy made up 0.23% of Claris Financial's portfolio in Q1 2026, its #98 holding.
  • Claris Financial first reported a position in DTE Energy in Q4 2024 and has held it in 6 quarters since.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.