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Clearstead Trust’s DTE Energy DTE Stock Holding History

Clearstead 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 		$15.2K Buy
+100
New +$14.6K ﹤0.01% 522
2025
Q4 		– Sell
-126
Closed -$17.8K – 1155
2025
Q3 		$17.8K Hold
126
– – ﹤0.01% 463
2025
Q2 		$16.7K Buy
+126
New +$16.9K ﹤0.01% 470

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Trust's DTE Position: Q2 2026 in Review

Clearstead Trust opened a new position in DTE Energy (DTE) in Q2 2026: 100 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #522 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in DTE as recently as Q3 2025.

Clearstead Trust first reported a position in DTE in Q2 2025 and has held it in 3 quarters since. The position peaked at $17.8K in Q3 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Clearstead Trust held 100 shares of DTE Energy worth $15.2K as of Q2 2026.
  • DTE Energy was a new Clearstead Trust position in Q2 2026.
  • DTE Energy made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #522 holding.
  • Clearstead Trust first reported a position in DTE Energy in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Trust's DTE Energy position peaked at $17.8K in Q3 2025.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.