GEM Asset Management’s DTE Energy DTE Stock Holding History

GEM Asset 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 Q2	$641K	Hold	4,204	–	–	0.25%	54
2026 Q1	$615K	Hold	4,204	–	–	0.27%	52
2025 Q4	$539K	Buy	4,204 +427	+11%	+$58K	0.24%	59
2025 Q3	$538K	Hold	3,777	–	–	0.26%	55
2025 Q2	$495K	Buy	3,777 +159	+4%	+$21.4K	0.25%	57
2025 Q1	$499K	Hold	3,618	–	–	0.28%	55
2024 Q4	$437K	Sell	3,618 -7	-0.2%	-$863	0.24%	54
2024 Q3	$454K	Hold	3,625	–	–	0.26%	52
2024 Q2	$402K	Hold	3,625	–	–	0.25%	55
2024 Q1	$382K	Hold	3,625	–	–	0.26%	56
2023 Q4	$400K	Hold	3,625	–	–	0.28%	50
2023 Q3	$360K	Hold	3,625	–	–	0.28%	53
2023 Q2	$399K	Buy	3,625 +5	+0.1%	+$557	0.31%	47
2023 Q1	$397K	Sell	3,620 -275	-7%	-$30.8K	0.32%	40
2022 Q4	$458K	Buy	+3,895	New	+$442K	0.39%	36

Other funds holding DTE

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GEM Asset Management's DTE Position: Q2 2026 in Review

GEM Asset Management held its DTE Energy (DTE) position steady in Q2 2026 at 4,204 shares worth $641K. The position accounts for 0.25% of the portfolio, ranked #54.

GEM Asset Management first reported a position in DTE in Q4 2022 and has held it in 15 quarters since. 187 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

GEM Asset Management held 4,204 shares of DTE Energy worth $641K as of Q2 2026.
GEM Asset Management left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.25% of GEM Asset Management's portfolio in Q2 2026, its #54 holding.
GEM Asset Management first reported a position in DTE Energy in Q4 2022 and has held it in 15 quarters since.
187 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on GEM Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.