Clayton Financial Group’s DTE Energy DTE Stock Holding History

Clayton Financial 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	–	Sell	-12	Closed	-$1.75K	–	213
2026 Q1	$1.75K	Hold	12	–	–	﹤0.01%	492
2025 Q4	$1.55K	Buy	+12	New	+$1.63K	﹤0.01%	498

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clayton Financial Group's DTE Position: Q2 2026 in Review

Clayton Financial Group sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 12 shares — an estimated $1.75K sold.

Clayton Financial Group first reported a position in DTE in Q4 2025 and held it in 2 quarters. The position peaked at $1.75K in Q1 2026. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Clayton Financial Group reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 12 DTE Energy shares in Q2 2026, an estimated $1.75K.
Clayton Financial Group first reported a position in DTE Energy in Q4 2025 and held it in 2 quarters.
Clayton Financial Group's DTE Energy position peaked at $1.75K in Q1 2026.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.