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IEQ Capital’s DTE Energy DTE Stock Holding History

IEQ Capital’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
2025
Q4 		– Sell
-26,535
Closed -$3.75M – 1894
2025
Q3 		$3.75M Sell
26,535
-13,575
-34% -$1.86M 0.01% 564
2025
Q2 		$5.31M Buy
40,110
+1,165
+3% +$157K 0.03% 403
2025
Q1 		$5.38M Buy
38,945
+1,249
+3% +$159K 0.04% 322
2024
Q4 		$4.55M Buy
37,696
+34,403
+1,045% +$4.24M 0.04% 285
2024
Q3 		$423K Sell
3,293
-806
-20% -$97.2K 0.01% 808
2024
Q2 		$455K Buy
4,099
+467
+13% +$52.2K 0.01% 691
2024
Q1 		$407K Buy
3,632
+113
+3% +$12.2K 0.01% 694
2023
Q4 		$388K Sell
3,519
-2,484
-41% -$255K 0.01% 655
2023
Q3 		$596K Sell
6,003
-1,219
-17% -$131K 0.01% 515
2023
Q2 		$794K Buy
7,222
+1,195
+20% +$133K 0.02% 445
2023
Q1 		$660K Buy
6,027
+577
+11% +$64.6K 0.02% 489
2022
Q4 		$640K Buy
5,450
+2,921
+116% +$331K 0.02% 450
2022
Q3 		$291K Buy
2,529
+693
+38% +$89.5K 0.01% 671
2022
Q2 		$233K Buy
1,836
+92
+5% +$12K 0.01% 678
2022
Q1 		$231K Buy
+1,744
New +$213K 0.01% 717

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

IEQ Capital's DTE Position: Q4 2025 in Review

IEQ Capital sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 26,535 shares — an estimated $3.75M sold.

IEQ Capital first reported a position in DTE in Q1 2022 and held it in 15 quarters. The position peaked at $5.38M in Q1 2025. 958 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • IEQ Capital reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
  • IEQ Capital sold 26,535 DTE Energy shares in Q4 2025, an estimated $3.75M.
  • IEQ Capital first reported a position in DTE Energy in Q1 2022 and held it in 15 quarters.
  • IEQ Capital's DTE Energy position peaked at $5.38M in Q1 2025.
  • 958 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.