Haverford Trust Company
DTE icon

Haverford Trust Company’s DTE Energy DTE Stock Holding History

Haverford Trust Company’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 		$466K Sell
3,060
-90
-3% -$13.1K ﹤0.01% 316
2026
Q1 		$461K Buy
+3,150
New +$443K ﹤0.01% 312
2022
Q2 		– Sell
-2,718
Closed -$359K – 343
2022
Q1 		$359K Buy
+2,718
New +$332K ﹤0.01% 288

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Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Jupiter Topco
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Haverford Trust Company's DTE Position: Q2 2026 in Review

Haverford Trust Company reduced its DTE Energy (DTE) stake by 2.9% in Q2 2026, selling an estimated $13.1K and leaving 3,060 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Haverford Trust Company first reported a position in DTE in Q1 2022 and has held it in 3 quarters since. 1,037 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Haverford Trust Company held 3,060 shares of DTE Energy worth $466K as of Q2 2026.
  • Haverford Trust Company sold 90 DTE Energy shares in Q2 2026, an estimated $13.1K.
  • DTE Energy made up ﹤0.01% of Haverford Trust Company's portfolio in Q2 2026, its #316 holding.
  • Haverford Trust Company first reported a position in DTE Energy in Q1 2022 and has held it in 3 quarters since.
  • 1,037 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.