Essex Investment Management’s DTE Energy DTE Stock Holding History

Essex Investment Management’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	$104K	Sell	709 -19	-3%	-$2.67K	0.02%	232
2025 Q4	$93.9K	Hold	728	–	–	0.01%	233
2025 Q3	$103K	Hold	728	–	–	0.02%	228
2025 Q2	$96.4K	Hold	728	–	–	0.02%	225
2025 Q1	$101K	Sell	728 -7	-1%	-$893	0.02%	221
2024 Q4	$88.8K	Hold	735	–	–	0.02%	227
2024 Q3	$94.4K	Hold	735	–	–	0.02%	232
2024 Q2	$81.6K	Hold	735	–	–	0.02%	235
2024 Q1	$82.4K	Hold	735	–	–	0.02%	234
2023 Q4	$81K	Hold	735	–	–	0.02%	250
2023 Q3	$73K	Hold	735	–	–	0.01%	303
2023 Q2	$80.9K	Hold	735	–	–	0.01%	311
2023 Q1	$80.5K	Hold	735	–	–	0.01%	316
2022 Q4	$86K	Hold	735	–	–	0.01%	303
2022 Q3	$85K	Hold	735	–	–	0.01%	306
2022 Q2	$93K	Hold	735	–	–	0.02%	314
2022 Q1	$97K	Hold	735	–	–	0.01%	317
2021 Q4	$88K	Hold	735	–	–	0.01%	328
2021 Q3	$82K	Sell	735 -129	-15%	-$15.1K	0.01%	343
2021 Q2	$95K	Hold	864	–	–	0.01%	339
2021 Q1	$98K	Hold	864	–	–	0.01%	356
2020 Q4	$89K	Hold	864	–	–	0.01%	373
2020 Q3	$85K	Hold	864	–	–	0.01%	374
2020 Q2	$79K	Hold	864	–	–	0.01%	334
2020 Q1	$70K	Hold	864	–	–	0.01%	318
2019 Q4	$95K	Hold	864	–	–	0.01%	385
2019 Q3	$98K	Hold	864	–	–	0.01%	375
2019 Q2	$94K	Hold	864	–	–	0.01%	383
2019 Q1	$92K	Hold	864	–	–	0.01%	379
2018 Q4	$81K	Buy	+864	New	+$84.4K	0.01%	383

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Essex Investment Management's DTE Position: Q1 2026 in Review

Essex Investment Management reduced its DTE Energy (DTE) stake by 2.6% in Q1 2026, selling an estimated $2.67K and leaving 709 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #232.

Essex Investment Management first reported a position in DTE in Q4 2018 and has held it in 30 quarters since. 985 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Essex Investment Management held 709 shares of DTE Energy worth $104K as of Q1 2026.
Essex Investment Management sold 19 DTE Energy shares in Q1 2026, an estimated $2.67K.
DTE Energy made up 0.02% of Essex Investment Management's portfolio in Q1 2026, its #232 holding.
Essex Investment Management first reported a position in DTE Energy in Q4 2018 and has held it in 30 quarters since.
985 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.