Clean Yield Group’s DTE Energy DTE Stock Holding History

Clean Yield 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 Q1	–	Sell	-197	Closed	-$25.4K	–	395
2025 Q4	$25.4K	Hold	197	–	–	0.01%	278
2025 Q3	$27.9K	Buy	+197	New	+$27K	0.01%	268

Other funds holding DTE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clean Yield Group's DTE Position: Q1 2026 in Review

Clean Yield Group sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 197 shares — an estimated $25.4K sold.

Clean Yield Group first reported a position in DTE in Q3 2025 and held it in 2 quarters. The position peaked at $27.9K in Q3 2025. 982 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Clean Yield Group reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
Clean Yield Group sold 197 DTE Energy shares in Q1 2026, an estimated $25.4K.
Clean Yield Group first reported a position in DTE Energy in Q3 2025 and held it in 2 quarters.
Clean Yield Group's DTE Energy position peaked at $27.9K in Q3 2025.
982 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.