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Crestwood Advisors Group’s DTE Energy DTE Stock Holding History

Crestwood Advisors Group’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 		$486K Buy
3,189
+738
+30% +$108K 0.01% 499
2026
Q1 		$358K Buy
2,451
+275
+13% +$38.7K 0.01% 521
2025
Q4 		$281K Buy
2,176
+230
+12% +$31.2K ﹤0.01% 544
2025
Q3 		$275K Buy
1,946
+179
+10% +$24.5K ﹤0.01% 485
2025
Q2 		$234K Buy
1,767
+86
+5% +$11.6K ﹤0.01% 489
2025
Q1 		$232K Sell
1,681
-30
-2% -$3.83K ﹤0.01% 469
2024
Q4 		$207K Buy
+1,711
New +$211K ﹤0.01% 443

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

Crestwood Advisors Group's DTE Position: Q2 2026 in Review

Crestwood Advisors Group increased its DTE Energy (DTE) stake by 30% in Q2 2026, buying an estimated $108K and bringing the position to 3,189 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #499.

Crestwood Advisors Group first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Crestwood Advisors Group held 3,189 shares of DTE Energy worth $486K as of Q2 2026.
  • Crestwood Advisors Group bought 738 DTE Energy shares in Q2 2026, an estimated $108K.
  • DTE Energy made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #499 holding.
  • Crestwood Advisors Group first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.