IEQ Capital’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.5M Buy
+115,133
New +$16.8M 0.08% 224
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

IEQ Capital's DTE Position: Q2 2026 in Review

IEQ Capital opened a new position in DTE Energy (DTE) in Q2 2026: 115,133 shares worth $17.5M. The stake represents 0.08% of the portfolio and ranks #224 among its holdings. This is a return to the name: IEQ Capital previously reported a position in DTE as recently as Q3 2025.

IEQ Capital first reported a position in DTE in Q1 2022 and has held it in 16 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • IEQ Capital held 115,133 shares of DTE Energy worth $17.5M as of Q2 2026.
  • DTE Energy was a new IEQ Capital position in Q2 2026.
  • DTE Energy made up 0.08% of IEQ Capital's portfolio in Q2 2026, its #224 holding.
  • IEQ Capital first reported a position in DTE Energy in Q1 2022 and has held it in 16 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.