CI
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CX Institutional’s DTE Energy DTE Stock Holding History

CX Institutional’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 		$680K Buy
4,465
+149
+3% +$21.8K 0.02% 395
2026
Q1 		$631K Sell
4,316
-279
-6% -$39.2K 0.02% 413
2025
Q4 		$593K Sell
4,595
-204
-4% -$27.7K 0.02% 377
2025
Q3 		$679K Buy
4,799
+3,139
+189% +$430K 0.02% 361
2025
Q2 		$220K Buy
1,660
+15
+0.9% +$2.02K 0.01% 598
2025
Q1 		$227K Buy
+1,645
New +$210K 0.01% 557
2022
Q3 		– Sell
-964
Closed -$122K – 637
2022
Q2 		$122K Buy
+964
New +$126K 0.01% 517
2021
Q4 		– Sell
-644
Closed -$72K – 478
2021
Q3 		$72K Buy
644
+26
+4% +$3.05K 0.01% 509
2021
Q2 		$68K Buy
618
+38
+7% +$4.44K 0.01% 505
2021
Q1 		$66K Buy
580
+304
+110% +$31.9K 0.01% 436
2020
Q4 		$29K Buy
276
+16
+6% +$1.69K ﹤0.01% 537
2020
Q3 		$25K Buy
260
+114
+78% +$11.1K ﹤0.01% 504
2020
Q2 		$13K Buy
146
+68
+87% +$6.02K ﹤0.01% 522
2020
Q1 		$6K Buy
78
+17
+28% +$1.73K ﹤0.01% 524
2019
Q4 		$7K Hold
61
– – ﹤0.01% 485
2019
Q3 		$7K Sell
61
-49
-45% -$5.42K ﹤0.01% 513
2019
Q2 		$12K Buy
110
+8
+8% +$859 ﹤0.01% 462
2019
Q1 		$11K Buy
102
+48
+89% +$4.85K ﹤0.01% 443
2018
Q4 		$5K Hold
54
– – ﹤0.01% 393
2018
Q3 		$5K Hold
54
– – ﹤0.01% 292
2018
Q2 		$5K Buy
+54
New +$4.68K ﹤0.01% 262

Other funds holding DTE

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CX Institutional's DTE Position: Q2 2026 in Review

CX Institutional increased its DTE Energy (DTE) stake by 3.5% in Q2 2026, buying an estimated $21.8K and bringing the position to 4,465 shares worth $680K. The position accounts for 0.02% of the portfolio, ranked #395.

CX Institutional first reported a position in DTE in Q2 2018 and has held it in 21 quarters since. 144 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • CX Institutional held 4,465 shares of DTE Energy worth $680K as of Q2 2026.
  • CX Institutional bought 149 DTE Energy shares in Q2 2026, an estimated $21.8K.
  • DTE Energy made up 0.02% of CX Institutional's portfolio in Q2 2026, its #395 holding.
  • CX Institutional first reported a position in DTE Energy in Q2 2018 and has held it in 21 quarters since.
  • 144 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.