EFS
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Essex Financial Services’s DTE Energy DTE Stock Holding History

Essex Financial Services’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
Q1 		$292K Sell
1,996
-660
-25% -$92.8K 0.02% 626
2025
Q4 		$343K Sell
2,656
-975
-27% -$132K 0.02% 558
2025
Q3 		$514K Buy
3,631
+690
+23% +$94.5K 0.03% 418
2025
Q2 		$390K Buy
2,941
+1,270
+76% +$171K 0.03% 473
2025
Q1 		$231K Sell
1,671
-710
-30% -$90.6K 0.02% 563
2024
Q4 		$287K Buy
2,381
+38
+2% +$4.69K 0.02% 502
2024
Q3 		$300K Buy
+2,343
New +$282K 0.02% 498
2023
Q4 		– Sell
-5,765
Closed -$572K – 511
2023
Q3 		$572K Buy
+5,765
New +$620K 0.07% 255
2023
Q1 		– Sell
-1,743
Closed -$204K – 490
2022
Q4 		$204K Hold
1,743
– – 0.02% 453
2022
Q3 		$201K Hold
1,743
– – 0.02% 435
2022
Q2 		$221K Buy
1,743
+12
+0.7% +$1.56K 0.02% 435
2022
Q1 		$229K Hold
1,731
– – 0.02% 436
2021
Q4 		$207K Buy
+1,731
New +$198K 0.02% 472
2021
Q3 		– Sell
-2,785
Closed -$316K – 466
2021
Q2 		$316K Hold
2,785
– – 0.05% 317
2021
Q1 		$316K Buy
2,785
+193
+7% +$20.3K 0.06% 258
2020
Q4 		$268K Sell
2,592
-138
-5% -$14.5K 0.05% 256
2020
Q3 		$267K Sell
2,730
-1
-0% -$98 0.07% 226
2020
Q2 		$250K Sell
2,731
-2
-0.1% -$177 0.08% 215
2020
Q1 		$221K Hold
2,733
– – 0.08% 221
2019
Q4 		$302K Hold
2,733
– – 0.08% 206
2019
Q3 		$309K Sell
2,733
-244
-8% -$27K 0.1% 181
2019
Q2 		$324K Sell
2,977
-771
-21% -$82.8K 0.1% 173
2019
Q1 		$398K Buy
3,748
+2
+0.1% +$202 0.12% 150
2018
Q4 		$352K Buy
3,746
+2
+0.1% +$195 0.11% 162
2018
Q3 		$348K Buy
3,744
+2
+0.1% +$186 0.08% 196
2018
Q2 		$330K Buy
3,742
+2
+0.1% +$173 0.08% 199
2018
Q1 		$332K Buy
3,740
+2
+0.1% +$175 0.07% 248
2017
Q4 		$348K Buy
3,738
+1
+0% +$95 0.08% 192
2017
Q3 		$341K Buy
3,737
+3
+0.1% +$278 0.08% 192
2017
Q2 		$336K Buy
3,734
+1
+0% +$91 0.07% 246
2017
Q1 		$324K Buy
3,733
+2
+0.1% +$169 0.07% 240
2016
Q4 		$313K Buy
3,731
+3
+0.1% +$241 0.07% 245
2016
Q3 		$297K Buy
3,728
+1
+0% +$81 0.07% 244
2016
Q2 		$314K Buy
3,727
+2
+0.1% +$155 0.08% 233
2016
Q1 		$287K Buy
3,725
+1
+0% +$72 0.07% 241
2015
Q4 		$254K Buy
3,724
+3
+0.1% +$207 0.06% 256
2015
Q3 		$255K Buy
3,721
+2
+0.1% +$134 0.07% 259
2015
Q2 		$236K Buy
3,719
+1
+0% +$67 0.06% 278
2015
Q1 		$255K Buy
3,718
+3
+0.1% +$215 0.07% 262
2014
Q4 		$273K Buy
3,715
+1
+0% +$69 0.07% 245
2014
Q3 		$240K Buy
3,714
+2
+0.1% +$130 0.07% 253
2014
Q2 		$246K Buy
3,712
+3
+0.1% +$195 0.07% 255
2014
Q1 		$235K Buy
3,709
+1
+0% +$59 0.08% 246
2013
Q4 		$210K Sell
3,708
-115
-3% -$6.59K 0.07% 258
2013
Q3 		$215 Buy
3,823
+119
+3% +$6.9K 0.07% 238
2013
Q2 		$211K Buy
+3,704
New +$218K 0.07% 240

Other funds holding DTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Essex Financial Services's DTE Position: Q1 2026 in Review

Essex Financial Services reduced its DTE Energy (DTE) stake by 25% in Q1 2026, selling an estimated $92.8K and leaving 1,996 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #626.

Essex Financial Services first reported a position in DTE in Q2 2013 and has held it in 46 quarters since. The position peaked at $572K in Q3 2023. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Essex Financial Services held 1,996 shares of DTE Energy worth $292K as of Q1 2026.
  • Essex Financial Services sold 660 DTE Energy shares in Q1 2026, an estimated $92.8K.
  • DTE Energy made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #626 holding.
  • Essex Financial Services first reported a position in DTE Energy in Q2 2013 and has held it in 46 quarters since.
  • Essex Financial Services's DTE Energy position peaked at $572K in Q3 2023.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.