Corient Private Wealth
DTE icon

Corient Private Wealth’s DTE Energy DTE Stock Holding History

Corient Private Wealth’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 		$6.22M Sell
40,765
-12,411
-23% -$1.81M 0.01% 819
2026
Q1 		$7.71M Buy
53,176
+4,506
+9% +$634K 0.01% 709
2025
Q4 		$6.28M Buy
48,670
+790
+2% +$107K 0.01% 700
2025
Q3 		$6.77M Sell
47,880
-2,864
-6% -$392K 0.01% 618
2025
Q2 		$6.72M Buy
50,744
+95
+0.2% +$12.8K 0.01% 623
2025
Q1 		$7M Sell
50,649
-9,229
-15% -$1.18M 0.01% 590
2024
Q4 		$7.23M Sell
59,878
-653
-1% -$80.5K 0.01% 603
2024
Q3 		$7.77M Buy
60,531
+29
+0% +$3.5K 0.01% 628
2024
Q2 		$6.72M Sell
60,502
-848
-1% -$94.8K 0.01% 623
2024
Q1 		$6.88M Sell
61,350
-2,127
-3% -$230K 0.01% 622
2023
Q4 		$7M Buy
63,477
+4,556
+8% +$467K 0.01% 612
2023
Q3 		$5.85M Buy
58,921
+6,459
+12% +$695K 0.01% 605
2023
Q2 		$5.77M Buy
52,462
+2,670
+5% +$298K 0.01% 591
2023
Q1 		$5.45M Buy
49,792
+12,770
+34% +$1.43M 0.01% 570
2022
Q4 		$4.35M Buy
+37,022
New +$4.2M 0.02% 531

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

Corient Private Wealth's DTE Position: Q2 2026 in Review

Corient Private Wealth reduced its DTE Energy (DTE) stake by 23% in Q2 2026, selling an estimated $1.81M and leaving 40,765 shares worth $6.22M. The position accounts for 0.01% of the portfolio, ranked #819.

Corient Private Wealth first reported a position in DTE in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.77M in Q3 2024. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Corient Private Wealth held 40,765 shares of DTE Energy worth $6.22M as of Q2 2026.
  • Corient Private Wealth sold 12,411 DTE Energy shares in Q2 2026, an estimated $1.81M.
  • DTE Energy made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #819 holding.
  • Corient Private Wealth first reported a position in DTE Energy in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's DTE Energy position peaked at $7.77M in Q3 2024.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.