Inscription Capital’s DTE Energy DTE Stock Holding History

Inscription 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
2026 Q2	$744K	Buy	4,882 +488	+11%	+$71.3K	0.07%	280
2026 Q1	$642K	Sell	4,394 -109	-2%	-$15.3K	0.07%	294
2025 Q4	$581K	Sell	4,503 -1,880	-29%	-$255K	0.06%	318
2025 Q3	$903K	Buy	6,383 +2,455	+63%	+$336K	0.1%	217
2025 Q2	$520K	Buy	3,928 +918	+30%	+$123K	0.08%	195
2025 Q1	$338K	Buy	+3,010	New	+$384K	0.06%	228
2024 Q3	$385K	Hold	3,000	–	–	0.06%	226
2024 Q2	$333K	Sell	3,000 -10	-0.3%	-$1.12K	0.05%	238
2024 Q1	$338K	Hold	3,010	–	–	0.06%	228
2023 Q4	$332K	Buy	3,010 +10	+0.3%	+$1.02K	0.09%	156
2023 Q3	$298K	Hold	3,000	–	–	0.1%	146
2023 Q2	$330K	Hold	3,000	–	–	0.1%	143
2023 Q1	$329K	Hold	3,000	–	–	0.09%	152
2022 Q4	$353K	Hold	3,000	–	–	0.12%	141
2022 Q3	$345K	Hold	3,000	–	–	0.1%	138
2022 Q2	$380K	Hold	3,000	–	–	0.07%	181
2022 Q1	$399K	Hold	3,000	–	–	0.11%	139
2021 Q4	$361K	Hold	3,000	–	–	0.1%	161
2021 Q3	$338K	Buy	+3,000	New	+$352K	0.11%	158
2021 Q2	–	Sell	-3,525	Closed	-$403K	–	333
2021 Q1	$403K	Hold	3,525	–	–	0.14%	129
2020 Q4	$367K	Hold	3,525	–	–	0.14%	121
2020 Q3	$348K	Hold	3,525	–	–	0.15%	115
2020 Q2	$326K	Hold	3,525	–	–	0.18%	98
2020 Q1	$288K	Hold	3,525	–	–	0.19%	93
2019 Q4	$393K	Hold	3,525	–	–	0.17%	108
2019 Q3	$402K	Buy	+3,525	New	+$390K	0.22%	102

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Inscription Capital's DTE Position: Q2 2026 in Review

Inscription Capital increased its DTE Energy (DTE) stake by 11% in Q2 2026, buying an estimated $71.3K and bringing the position to 4,882 shares worth $744K. The position accounts for 0.07% of the portfolio, ranked #280.

Inscription Capital first reported a position in DTE in Q3 2019 and has held it in 26 quarters since. The position peaked at $903K in Q3 2025. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Inscription Capital held 4,882 shares of DTE Energy worth $744K as of Q2 2026.
Inscription Capital bought 488 DTE Energy shares in Q2 2026, an estimated $71.3K.
DTE Energy made up 0.07% of Inscription Capital's portfolio in Q2 2026, its #280 holding.
Inscription Capital first reported a position in DTE Energy in Q3 2019 and has held it in 26 quarters since.
Inscription Capital's DTE Energy position peaked at $903K in Q3 2025.
1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

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