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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
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 $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

Gallagher Fiduciary Advisors's DTE Position: Q1 2026 in Review

Gallagher Fiduciary Advisors increased its DTE Energy (DTE) stake by 1.5% in Q1 2026, buying an estimated $8.44K and bringing the position to 4,176 shares worth $611K. The position accounts for 0.02% of the portfolio, ranked #131.

Gallagher Fiduciary Advisors first reported a position in DTE in Q2 2024 and has held it in 8 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Gallagher Fiduciary Advisors held 4,176 shares of DTE Energy worth $611K as of Q1 2026.
  • Gallagher Fiduciary Advisors bought 60 DTE Energy shares in Q1 2026, an estimated $8.44K.
  • DTE Energy made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #131 holding.
  • Gallagher Fiduciary Advisors first reported a position in DTE Energy in Q2 2024 and has held it in 8 quarters since.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.