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Diversified Trust’s DTE Energy DTE Stock Holding History

Diversified Trust’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 		$306K Buy
2,007
+372
+23% +$54.3K ﹤0.01% 906
2026
Q1 		$239K Sell
1,635
-643
-28% -$90.4K ﹤0.01% 915
2025
Q4 		$294K Sell
2,278
-193
-8% -$26.2K 0.01% 838
2025
Q3 		$349K Buy
2,471
+84
+4% +$11.5K 0.01% 758
2025
Q2 		$316K Sell
2,387
-144
-6% -$19.4K 0.01% 736
2025
Q1 		$350K Buy
2,531
+183
+8% +$23.4K 0.01% 685
2024
Q4 		$284K Sell
2,348
-125
-5% -$15.4K 0.01% 758
2024
Q3 		$318K Sell
2,473
-43
-2% -$5.18K 0.01% 714
2024
Q2 		$279K Buy
+2,516
New +$281K 0.01% 700
2023
Q4 		– Sell
-6,950
Closed -$690K – 895
2023
Q3 		$690K Sell
6,950
-6,657
-49% -$716K 0.03% 351
2023
Q2 		$1.5M Buy
13,607
+1,248
+10% +$139K 0.05% 189
2023
Q1 		$1.35M Sell
12,359
-1,199
-9% -$134K 0.05% 198
2022
Q4 		$1.59M Sell
13,558
-38
-0.3% -$4.31K 0.07% 160
2022
Q3 		$1.56M Buy
13,596
+256
+2% +$33.1K 0.07% 140
2022
Q2 		$1.69M Sell
13,340
-2,707
-17% -$353K 0.07% 140
2022
Q1 		$2.12M Hold
16,047
– – 0.07% 136
2021
Q4 		$1.92M Buy
16,047
+8,352
+109% +$955K 0.06% 152
2021
Q3 		$860K Buy
+7,695
New +$903K 0.03% 261
2021
Q2 		– Sell
-2,741
Closed -$311K – 817
2021
Q1 		$311K Sell
2,741
-527
-16% -$55.3K 0.01% 525
2020
Q4 		$338K Buy
3,268
+567
+21% +$59.8K 0.01% 471
2020
Q3 		$264K Buy
+2,701
New +$264K 0.01% 486

Other funds holding DTE

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Diversified Trust's DTE Position: Q2 2026 in Review

Diversified Trust increased its DTE Energy (DTE) stake by 23% in Q2 2026, buying an estimated $54.3K and bringing the position to 2,007 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Diversified Trust first reported a position in DTE in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.12M in Q1 2022. 222 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Diversified Trust held 2,007 shares of DTE Energy worth $306K as of Q2 2026.
  • Diversified Trust bought 372 DTE Energy shares in Q2 2026, an estimated $54.3K.
  • DTE Energy made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #906 holding.
  • Diversified Trust first reported a position in DTE Energy in Q3 2020 and has held it in 21 quarters since.
  • Diversified Trust's DTE Energy position peaked at $2.12M in Q1 2022.
  • 222 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.