Farmers & Merchants Investments Inc’s DTE Energy DTE Stock Holding History

Farmers & Merchants Investments 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	$29.7K	Hold	195	–	–	﹤0.01%	526
2026 Q1	$28.5K	Buy	195 +55	+39%	+$7.73K	﹤0.01%	523
2025 Q4	$18.1K	Hold	140	–	–	﹤0.01%	585
2025 Q3	$19.8K	Hold	140	–	–	﹤0.01%	560
2025 Q2	$18.5K	Hold	140	–	–	﹤0.01%	563
2025 Q1	$19.4K	Hold	140	–	–	﹤0.01%	555
2024 Q4	$16.9K	Hold	140	–	–	﹤0.01%	599
2024 Q3	$18K	Hold	140	–	–	﹤0.01%	593
2024 Q2	$15.5K	Hold	140	–	–	﹤0.01%	607
2024 Q1	$15.7K	Hold	140	–	–	﹤0.01%	568
2023 Q4	$15.4K	Hold	140	–	–	﹤0.01%	556
2023 Q3	$13.9K	Buy	140 +5	+4%	+$538	﹤0.01%	560
2023 Q2	$14.9K	Hold	135	–	–	﹤0.01%	561
2023 Q1	$14.8K	Hold	135	–	–	﹤0.01%	564
2022 Q4	$15.9K	Hold	135	–	–	﹤0.01%	569
2022 Q3	$16K	Buy	135 +25	+23%	+$3.23K	﹤0.01%	551
2022 Q2	$14K	Buy	110 +5	+5%	+$652	﹤0.01%	618
2022 Q1	$14K	Hold	105	–	–	﹤0.01%	644
2021 Q4	$13K	Hold	105	–	–	﹤0.01%	677
2021 Q3	$12K	Sell	105 -16	-13%	-$1.88K	﹤0.01%	654
2021 Q2	$13K	Buy	121 +2	+2%	+$234	﹤0.01%	575
2021 Q1	$13K	Hold	119	–	–	﹤0.01%	543
2020 Q4	$12K	Hold	119	–	–	﹤0.01%	546
2020 Q3	$12K	Sell	119 -114	-49%	-$11.1K	﹤0.01%	518
2020 Q2	$21K	Buy	233 +12	+5%	+$1.06K	﹤0.01%	414
2020 Q1	$18K	Buy	221 +4	+2%	+$406	﹤0.01%	412
2019 Q4	$24K	Hold	217	–	–	﹤0.01%	407
2019 Q3	$25K	Buy	217 +2	+0.9%	+$221	﹤0.01%	404
2019 Q2	$23K	Buy	215 +1	+0.5%	+$107	﹤0.01%	403
2019 Q1	$23K	Buy	214 +31	+17%	+$3.13K	﹤0.01%	388
2018 Q4	$17K	Hold	183	–	–	﹤0.01%	420
2018 Q3	$17K	Buy	183 +9	+5%	+$839	﹤0.01%	454
2018 Q2	$15K	Hold	174	–	–	﹤0.01%	483
2018 Q1	$15K	Sell	174 -88	-34%	-$7.72K	﹤0.01%	461
2017 Q4	$24K	Buy	262 +87	+50%	+$8.27K	﹤0.01%	406
2017 Q3	$16K	Sell	175 -1,744	-91%	-$162K	﹤0.01%	443
2017 Q2	$173K	Buy	1,919 +39	+2%	+$3.53K	0.01%	242
2017 Q1	$163K	Sell	1,880 -1,763	-48%	-$149K	0.01%	246
2016 Q4	$305K	Hold	3,643	–	–	0.03%	212
2016 Q3	$290K	Buy	3,643 +3,525	+2,987%	+$287K	0.03%	198
2016 Q2	$10K	Hold	118	–	–	﹤0.01%	443
2016 Q1	$9K	Hold	118	–	–	﹤0.01%	465
2015 Q4	$8K	Hold	118	–	–	﹤0.01%	518
2015 Q3	$8K	Hold	118	–	–	﹤0.01%	515
2015 Q2	$7K	Hold	118	–	–	﹤0.01%	568
2015 Q1	$8K	Hold	118	–	–	﹤0.01%	549
2014 Q4	$9K	Hold	118	–	–	﹤0.01%	510
2014 Q3	$8K	Buy	+118	New	+$7.64K	﹤0.01%	543

Other funds holding DTE

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Farmers & Merchants Investments Inc's DTE Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its DTE Energy (DTE) position steady in Q2 2026 at 195 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Farmers & Merchants Investments Inc first reported a position in DTE in Q3 2014 and has held it in 48 quarters since. The position peaked at $305K in Q4 2016. 631 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Farmers & Merchants Investments Inc held 195 shares of DTE Energy worth $29.7K as of Q2 2026.
Farmers & Merchants Investments Inc left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #526 holding.
Farmers & Merchants Investments Inc first reported a position in DTE Energy in Q3 2014 and has held it in 48 quarters since.
Farmers & Merchants Investments Inc's DTE Energy position peaked at $305K in Q4 2016.
631 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.