Clifford Swan Investment Counsel’s DTE Energy DTE Stock Holding History

Clifford Swan Investment Counsel’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	$244K	Hold	1,600	–	–	0.01%	310
2026 Q1	$234K	Sell	1,600 -100	-6%	-$14.1K	0.01%	310
2025 Q4	$219K	Hold	1,700	–	–	0.01%	312
2025 Q3	$240K	Hold	1,700	–	–	0.01%	303
2025 Q2	$225K	Sell	1,700 -100	-6%	-$13.4K	0.01%	297
2025 Q1	$249K	Hold	1,800	–	–	0.01%	286
2024 Q4	$217K	Hold	1,800	–	–	0.01%	297
2024 Q3	$231K	Buy	+1,800	New	+$217K	0.01%	297
2024 Q2	–	Sell	-1,800	Closed	-$202K	–	305
2024 Q1	$202K	Buy	+1,800	New	+$194K	0.01%	303
2023 Q4	–	Sell	-2,504	Closed	-$249K	–	301
2023 Q3	$249K	Hold	2,504	–	–	0.01%	269
2023 Q2	$275K	Hold	2,504	–	–	0.01%	268
2023 Q1	$274K	Sell	2,504 -5	-0.2%	-$560	0.01%	264
2022 Q4	$295K	Sell	2,509 -59	-2%	-$6.69K	0.01%	255
2022 Q3	$295K	Hold	2,568	–	–	0.01%	257
2022 Q2	$325K	Hold	2,568	–	–	0.01%	260
2022 Q1	$340K	Hold	2,568	–	–	0.01%	269
2021 Q4	$307K	Buy	2,568 +68	+3%	+$7.78K	0.01%	282
2021 Q3	$282K	Sell	2,500 -438	-15%	-$51.4K	0.01%	294
2021 Q2	$294K	Sell	2,938 -117	-4%	-$13.7K	0.01%	276
2021 Q1	$346K	Hold	3,055	–	–	0.01%	258
2020 Q4	$316K	Hold	3,055	–	–	0.01%	267
2020 Q3	$299K	Hold	3,055	–	–	0.01%	264
2020 Q2	$280K	Hold	3,055	–	–	0.01%	261
2020 Q1	$247K	Sell	3,055 -118	-4%	-$12K	0.02%	259
2019 Q4	$351K	Hold	3,173	–	–	0.02%	245
2019 Q3	$359K	Hold	3,173	–	–	0.02%	234
2019 Q2	$345K	Sell	3,173 -37	-1%	-$3.97K	0.02%	238
2019 Q1	$341K	Sell	3,210 -235	-7%	-$23.7K	0.02%	240
2018 Q4	$323K	Hold	3,445	–	–	0.02%	234
2018 Q3	$320K	Hold	3,445	–	–	0.02%	253
2018 Q2	$304K	Hold	3,445	–	–	0.02%	255
2018 Q1	$306K	Hold	3,445	–	–	0.02%	253
2017 Q4	$321K	Hold	3,445	–	–	0.02%	248
2017 Q3	$315K	Sell	3,445 -1,102	-24%	-$102K	0.02%	250
2017 Q2	$409K	Buy	4,547 +514	+13%	+$46.6K	0.03%	233
2017 Q1	$350K	Sell	4,033 -394	-9%	-$33.4K	0.02%	233
2016 Q4	$371K	Hold	4,427	–	–	0.02%	216
2016 Q3	$353K	Hold	4,427	–	–	0.02%	222
2016 Q2	$373K	Hold	4,427	–	–	0.03%	201
2016 Q1	$342K	Hold	4,427	–	–	0.02%	218
2015 Q4	$302K	Hold	4,427	–	–	0.02%	231
2015 Q3	$303K	Sell	4,427 -33	-0.7%	-$2.21K	0.02%	218
2015 Q2	$283K	Hold	4,460	–	–	0.02%	226
2015 Q1	$306K	Hold	4,460	–	–	0.02%	219
2014 Q4	$328K	Hold	4,460	–	–	0.02%	213
2014 Q3	$289K	Buy	+4,460	New	+$289K	0.02%	217

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

Clifford Swan Investment Counsel's DTE Position: Q2 2026 in Review

Clifford Swan Investment Counsel held its DTE Energy (DTE) position steady in Q2 2026 at 1,600 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #310.

Clifford Swan Investment Counsel first reported a position in DTE in Q3 2014 and has held it in 46 quarters since. The position peaked at $409K in Q2 2017. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Clifford Swan Investment Counsel held 1,600 shares of DTE Energy worth $244K as of Q2 2026.
Clifford Swan Investment Counsel left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #310 holding.
Clifford Swan Investment Counsel first reported a position in DTE Energy in Q3 2014 and has held it in 46 quarters since.
Clifford Swan Investment Counsel's DTE Energy position peaked at $409K in Q2 2017.
1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.