International Assets Investment Management’s DTE Energy DTE Stock Holding History

International Assets Investment 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	$822K	Sell	5,458 -1,111	-17%	-$162K	0.05%	335
2026 Q1	$966K	Sell	6,569 -484	-7%	-$68.1K	0.07%	270
2025 Q4	$910K	Sell	7,053 -821	-10%	-$111K	0.06%	279
2025 Q3	$1.04M	Hold	7,874	–	–	0.08%	232
2025 Q2	$1.04M	Sell	7,874 -235	-3%	-$31.6K	0.08%	229
2025 Q1	$1.12M	Sell	8,109 -3,455	-30%	-$441K	0.1%	211
2024 Q4	$1.4M	Buy	+11,564	New	+$1.43M	0.12%	161
2023 Q1	–	Sell	-2,586	Closed	-$304K	–	1206
2022 Q4	$304K	Buy	+2,586	New	+$293K	0.03%	467
2021 Q2	–	Sell	-1,175	Closed	-$121K	–	853
2021 Q1	$121K	Hold	1,175	–	–	0.01%	650
2020 Q4	$121K	Buy	+1,175	New	+$124K	0.02%	524

Other funds holding DTE

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

International Assets Investment Management's DTE Position: Q2 2026 in Review

International Assets Investment Management reduced its DTE Energy (DTE) stake by 17% in Q2 2026, selling an estimated $162K and leaving 5,458 shares worth $822K. The position accounts for 0.05% of the portfolio, ranked #335.

International Assets Investment Management first reported a position in DTE in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.4M in Q4 2024. 438 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

International Assets Investment Management held 5,458 shares of DTE Energy worth $822K as of Q2 2026.
International Assets Investment Management sold 1,111 DTE Energy shares in Q2 2026, an estimated $162K.
DTE Energy made up 0.05% of International Assets Investment Management's portfolio in Q2 2026, its #335 holding.
International Assets Investment Management first reported a position in DTE Energy in Q4 2020 and has held it in 10 quarters since.
International Assets Investment Management's DTE Energy position peaked at $1.4M in Q4 2024.
438 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.