ClearBridge Investments’s DTE Energy DTE Stock Holding History

ClearBridge Investments’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	$118M	Sell	774,468 -1,165,565	-60%	-$170M	0.1%	206
2026 Q1	$284M	Sell	1,940,033 -693,696	-26%	-$97.5M	0.25%	105
2025 Q4	$340M	Sell	2,633,729 -21,465	-0.8%	-$2.91M	0.27%	94
2025 Q3	$376M	Buy	2,655,194 +700,428	+36%	+$96M	0.28%	92
2025 Q2	$259M	Sell	1,954,766 -6,094	-0.3%	-$819K	0.21%	111
2025 Q1	$271M	Buy	1,960,860 +30,126	+2%	+$3.84M	0.24%	101
2024 Q4	$233M	Sell	1,930,734 -158,137	-8%	-$19.5M	0.19%	117
2024 Q3	$268M	Sell	2,088,871 -185,012	-8%	-$22.3M	0.21%	109
2024 Q2	$252M	Sell	2,273,883 -264,223	-10%	-$29.5M	0.21%	117
2024 Q1	$285M	Buy	2,538,106 +1,756,459	+225%	+$190M	0.23%	112
2023 Q4	$86.2M	Buy	781,647 +104,715	+15%	+$10.7M	0.07%	259
2023 Q3	$67.2M	Buy	676,932 +67,588	+11%	+$7.27M	0.06%	272
2023 Q2	$67M	Sell	609,344 -5,058	-0.8%	-$564K	0.06%	279
2023 Q1	$67.3M	Sell	614,402 -11,047	-2%	-$1.24M	0.06%	265
2022 Q4	$73.5M	Buy	625,449 +142,368	+29%	+$16.1M	0.07%	254
2022 Q3	$55.6M	Sell	483,081 -1,489	-0.3%	-$192K	0.06%	293
2022 Q2	$61.4M	Sell	484,570 -12,819	-3%	-$1.67M	0.06%	290
2022 Q1	$65.8M	Sell	497,389 -5,054	-1%	-$616K	0.05%	305
2021 Q4	$60.1M	Sell	502,443 -2,173	-0.4%	-$248K	0.04%	328
2021 Q3	$56.4M	Sell	504,616 -91,255	-15%	-$10.7M	0.04%	327
2021 Q2	$65.7M	Sell	595,871 -1,830	-0.3%	-$214K	0.05%	318
2021 Q1	$67.7M	Sell	597,701 -5,496	-0.9%	-$577K	0.05%	293
2020 Q4	$62.3M	Buy	603,197 +604	+0.1%	+$63.7K	0.05%	298
2020 Q3	$59M	Buy	602,593 +92,313	+18%	+$9.02M	0.05%	264
2020 Q2	$46.7M	Buy	510,280 +219,005	+75%	+$19.4M	0.04%	283
2020 Q1	$23.5M	Sell	291,275 -3,067	-1%	-$311K	0.03%	345
2019 Q4	$32.2M	Sell	294,342 -5,490	-2%	-$592K	0.03%	374
2019 Q3	$33.9M	Sell	299,832 -6,089	-2%	-$673K	0.03%	363
2019 Q2	$33.3M	Buy	305,921 +889	+0.3%	+$95.4K	0.03%	361
2019 Q1	$32.4M	Buy	305,032 +1,495	+0.5%	+$151K	0.03%	374
2018 Q4	$28.5M	Sell	303,537 -11,719	-4%	-$1.14M	0.03%	375
2018 Q3	$29.3M	Sell	315,256 -9,722	-3%	-$906K	0.03%	397
2018 Q2	$28.7M	Sell	324,978 -2,907	-0.9%	-$252K	0.02%	379
2018 Q1	$29.1M	Buy	327,885 +327,167	+45,566%	+$28.7M	0.03%	378
2017 Q4	$67K	Sell	718 -3	-0.4%	-$285	﹤0.01%	818
2017 Q3	$66K	Hold	721	–	–	﹤0.01%	809
2017 Q2	$65K	Sell	721 -2	-0.3%	-$181	﹤0.01%	812
2017 Q1	$63K	Sell	723 -14	-2%	-$1.19K	﹤0.01%	853
2016 Q4	$62K	Buy	737 +133	+22%	+$10.7K	﹤0.01%	864
2016 Q3	$48K	Sell	604 -12	-2%	-$978	﹤0.01%	865
2016 Q2	$52K	Buy	616 +144	+31%	+$11.1K	﹤0.01%	862
2016 Q1	$36K	Hold	472	–	–	﹤0.01%	896
2015 Q4	$32K	Hold	472	–	–	﹤0.01%	945
2015 Q3	$32K	Hold	472	–	–	﹤0.01%	997
2015 Q2	$30K	Hold	472	–	–	﹤0.01%	997
2015 Q1	$32K	Hold	472	–	–	﹤0.01%	1012
2014 Q4	$35K	Hold	472	–	–	﹤0.01%	1015
2014 Q3	$31K	Hold	472	–	–	﹤0.01%	1013
2014 Q2	$31K	Hold	472	–	–	﹤0.01%	1047
2014 Q1	$30K	Hold	472	–	–	﹤0.01%	1003
2013 Q4	$27K	Hold	472	–	–	﹤0.01%	984
2013 Q3	$27K	Hold	472	–	–	﹤0.01%	957
2013 Q2	$27K	Buy	+472	New	+$27.8K	﹤0.01%	946

Other funds holding DTE

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

VCM

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

VPM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ClearBridge Investments's DTE Position: Q2 2026 in Review

ClearBridge Investments reduced its DTE Energy (DTE) stake by 60% in Q2 2026, selling an estimated $170M and leaving 774,468 shares worth $118M. The position accounts for 0.1% of the portfolio, ranked #206.

ClearBridge Investments first reported a position in DTE in Q2 2013 and has held it in 53 quarters since. The position peaked at $376M in Q3 2025. 823 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

ClearBridge Investments held 774,468 shares of DTE Energy worth $118M as of Q2 2026.
ClearBridge Investments sold 1,165,565 DTE Energy shares in Q2 2026, an estimated $170M.
DTE Energy made up 0.1% of ClearBridge Investments's portfolio in Q2 2026, its #206 holding.
ClearBridge Investments first reported a position in DTE Energy in Q2 2013 and has held it in 53 quarters since.
ClearBridge Investments's DTE Energy position peaked at $376M in Q3 2025.
823 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.