Convergence Investment Partners’s DTE Energy DTE Stock Holding History

Convergence Investment Partners’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	$1.13M	Sell	7,447 -14,043	-65%	-$2.05M	0.11%	202
2026 Q1	$3.14M	Buy	+21,490	New	+$3.02M	0.51%	58
2022 Q3	–	Sell	-1,404	Closed	-$178K	–	215
2022 Q2	$178K	Sell	1,404 -120	-8%	-$15.7K	0.11%	173
2022 Q1	$201K	Buy	+1,524	New	+$186K	0.1%	188
2018 Q2	–	Sell	-396	Closed	-$35K	–	479
2018 Q1	$35K	Buy	+396	New	+$34.7K	﹤0.01%	487
2017 Q2	–	Sell	-3,272	Closed	-$284K	–	357
2017 Q1	$284K	Buy	+3,272	New	+$277K	0.04%	321
2014 Q2	–	Sell	-13,817	Closed	-$874K	–	383
2014 Q1	$874K	Buy	13,817 +552	+4%	+$32.5K	0.13%	218
2013 Q4	$750K	Buy	13,265 +2,309	+21%	+$132K	0.12%	206
2013 Q3	$615K	Buy	10,956 +1,120	+11%	+$64.9K	0.13%	191
2013 Q2	$561K	Buy	+9,836	New	+$579K	0.15%	188

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

Convergence Investment Partners's DTE Position: Q2 2026 in Review

Convergence Investment Partners reduced its DTE Energy (DTE) stake by 65% in Q2 2026, selling an estimated $2.05M and leaving 7,447 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #202.

Convergence Investment Partners first reported a position in DTE in Q2 2013 and has held it in 10 quarters since. The position peaked at $3.14M in Q1 2026. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Convergence Investment Partners held 7,447 shares of DTE Energy worth $1.13M as of Q2 2026.
Convergence Investment Partners sold 14,043 DTE Energy shares in Q2 2026, an estimated $2.05M.
DTE Energy made up 0.11% of Convergence Investment Partners's portfolio in Q2 2026, its #202 holding.
Convergence Investment Partners first reported a position in DTE Energy in Q2 2013 and has held it in 10 quarters since.
Convergence Investment Partners's DTE Energy position peaked at $3.14M in Q1 2026.
1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.