Cromwell Holdings’s DTE Energy DTE Stock Holding History

Cromwell Holdings’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	$110K	Buy	717 +18	+3%	+$2.63K	0.05%	336
2026 Q1	$103K	Buy	699 +6	+0.9%	+$844	0.06%	321
2025 Q4	$90.2K	Hold	693	–	–	0.05%	332
2025 Q3	$98.8K	Hold	693	–	–	0.05%	318
2025 Q2	$92.5K	Buy	693 +24	+4%	+$3.23K	0.06%	318
2025 Q1	$93.2K	Buy	669 +12	+2%	+$1.53K	0.06%	303
2024 Q4	$80K	Hold	657	–	–	0.05%	337
2024 Q3	$85K	Hold	657	–	–	0.05%	326
2024 Q2	$73.6K	Buy	+657	New	+$73.4K	0.04%	353

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

Cromwell Holdings's DTE Position: Q2 2026 in Review

Cromwell Holdings increased its DTE Energy (DTE) stake by 2.6% in Q2 2026, buying an estimated $2.63K and bringing the position to 717 shares worth $110K. The position accounts for 0.05% of the portfolio, ranked #336.

Cromwell Holdings first reported a position in DTE in Q2 2024 and has held it in 9 quarters since. 1,033 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Cromwell Holdings held 717 shares of DTE Energy worth $110K as of Q2 2026.
Cromwell Holdings bought 18 DTE Energy shares in Q2 2026, an estimated $2.63K.
DTE Energy made up 0.05% of Cromwell Holdings's portfolio in Q2 2026, its #336 holding.
Cromwell Holdings first reported a position in DTE Energy in Q2 2024 and has held it in 9 quarters since.
1,033 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.