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Concurrent Investment Advisors’s DTE Energy DTE Stock Holding History

Concurrent Investment Advisors’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 		$1.49M Buy
9,812
+1,452
+17% +$212K 0.01% 820
2026
Q1 		$1.22M Buy
8,360
+915
+12% +$129K 0.01% 807
2025
Q4 		$960K Buy
7,445
+1,994
+37% +$271K 0.01% 854
2025
Q3 		$771K Buy
5,451
+75
+1% +$10.3K 0.01% 744
2025
Q2 		$712K Buy
+5,376
New +$723K 0.01% 720
2024
Q1 		– Sell
-2,052
Closed -$226K – 946
2023
Q4 		$226K Buy
+2,052
New +$210K 0.01% 734

Other funds holding DTE

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Concurrent Investment Advisors's DTE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its DTE Energy (DTE) stake by 17% in Q2 2026, buying an estimated $212K and bringing the position to 9,812 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #820.

Concurrent Investment Advisors first reported a position in DTE in Q4 2023 and has held it in 6 quarters since. 401 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Concurrent Investment Advisors held 9,812 shares of DTE Energy worth $1.49M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,452 DTE Energy shares in Q2 2026, an estimated $212K.
  • DTE Energy made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #820 holding.
  • Concurrent Investment Advisors first reported a position in DTE Energy in Q4 2023 and has held it in 6 quarters since.
  • 401 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.