EI
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Ethic Inc’s DTE Energy DTE Stock Holding History

Ethic Inc’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 		$1.7M Buy
11,142
+1,106
+11% +$162K 0.02% 554
2026
Q1 		$1.47M Sell
10,036
-169
-2% -$23.8K 0.02% 539
2025
Q4 		$1.32M Buy
10,205
+681
+7% +$92.5K 0.02% 557
2025
Q3 		$1.35M Buy
9,524
+318
+3% +$43.6K 0.02% 544
2025
Q2 		$1.21M Buy
9,206
+1,186
+15% +$159K 0.02% 562
2025
Q1 		$1.11M Buy
8,020
+1,530
+24% +$195K 0.02% 573
2024
Q4 		$784K Buy
+6,490
New +$801K 0.02% 664

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ethic Inc's DTE Position: Q2 2026 in Review

Ethic Inc increased its DTE Energy (DTE) stake by 11% in Q2 2026, buying an estimated $162K and bringing the position to 11,142 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #554.

Ethic Inc first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Ethic Inc held 11,142 shares of DTE Energy worth $1.7M as of Q2 2026.
  • Ethic Inc bought 1,106 DTE Energy shares in Q2 2026, an estimated $162K.
  • DTE Energy made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #554 holding.
  • Ethic Inc first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.