GFA
DTE icon

Gallagher Fiduciary Advisors’s DTE Energy DTE Stock Holding History

Gallagher Fiduciary Advisors’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 		$624K Sell
4,092
-84
-2% -$12.3K 0.02% 161
2026
Q1 		$611K Buy
4,176
+60
+1% +$8.44K 0.02% 131
2025
Q4 		$531K Buy
4,116
+281
+7% +$38.2K 0.02% 170
2025
Q3 		$542K Buy
3,835
+118
+3% +$16.2K 0.02% 149
2025
Q2 		$492K Buy
3,717
+270
+8% +$36.3K 0.02% 181
2025
Q1 		$477K Buy
3,447
+117
+4% +$14.9K 0.02% 164
2024
Q4 		$402K Buy
3,330
+532
+19% +$65.6K 0.08% 173
2024
Q3 		$359K Buy
2,798
+839
+43% +$101K 0.07% 166
2024
Q2 		$218K Buy
+1,959
New +$219K 0.05% 219

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

Gallagher Fiduciary Advisors's DTE Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its DTE Energy (DTE) stake by 2% in Q2 2026, selling an estimated $12.3K and leaving 4,092 shares worth $624K. The position accounts for 0.02% of the portfolio, ranked #161.

Gallagher Fiduciary Advisors first reported a position in DTE in Q2 2024 and has held it in 9 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Gallagher Fiduciary Advisors held 4,092 shares of DTE Energy worth $624K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 84 DTE Energy shares in Q2 2026, an estimated $12.3K.
  • DTE Energy made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #161 holding.
  • Gallagher Fiduciary Advisors first reported a position in DTE Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.