CX Institutional
DTE icon

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
Q3 		$484K Sell
3,974
-491
-11% -$68.2K 0.01% 481
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% +$1.72K ﹤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

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional's DTE Position: Q3 2026 in Review

CX Institutional reduced its DTE Energy (DTE) stake by 11% in Q3 2026, selling an estimated $68.2K and leaving 3,974 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #481.

CX Institutional first reported a position in DTE in Q2 2018 and has held it in 22 quarters since. The position peaked at $680K in Q2 2026. 235 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • CX Institutional held 3,974 shares of DTE Energy worth $484K as of Q3 2026.
  • CX Institutional sold 491 DTE Energy shares in Q3 2026, an estimated $68.2K.
  • DTE Energy made up 0.01% of CX Institutional's portfolio in Q3 2026, its #481 holding.
  • CX Institutional first reported a position in DTE Energy in Q2 2018 and has held it in 22 quarters since.
  • CX Institutional's DTE Energy position peaked at $680K in Q2 2026.
  • 235 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.