Kovitz Investment Group Partners’s DTE Energy DTE Stock Holding History

Kovitz Investment Group Partners’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	$513K	Sell	3,363 -29	-0.9%	-$4.24K	0.01%	392
2026 Q1	$496K	Sell	3,392 -44	-1%	-$6.19K	0.01%	402
2025 Q4	$443K	Sell	3,436 -10,819	-76%	-$1.47M	0.01%	404
2025 Q3	$2.02M	Buy	14,255 +2,430	+21%	+$333K	0.01%	665
2025 Q2	$1.57M	Buy	11,825 +285	+2%	+$38.3K	0.01%	694
2025 Q1	$1.6M	Buy	11,540 +181	+2%	+$23.1K	0.01%	624
2024 Q4	$1.37M	Buy	11,359 +142	+1%	+$17.5K	0.01%	646
2024 Q3	$1.09M	Buy	11,217 +4,019	+56%	+$485K	0.01%	607
2024 Q2	$799K	Buy	7,198 +3,662	+104%	+$409K	0.01%	585
2024 Q1	$397K	Buy	+3,536	New	+$382K	0.01%	542

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's DTE Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its DTE Energy (DTE) stake by 0.85% in Q2 2026, selling an estimated $4.24K and leaving 3,363 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #392.

Kovitz Investment Group Partners first reported a position in DTE in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.02M in Q3 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Kovitz Investment Group Partners held 3,363 shares of DTE Energy worth $513K as of Q2 2026.
Kovitz Investment Group Partners sold 29 DTE Energy shares in Q2 2026, an estimated $4.24K.
DTE Energy made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #392 holding.
Kovitz Investment Group Partners first reported a position in DTE Energy in Q1 2024 and has held it in 10 quarters since.
Kovitz Investment Group Partners's DTE Energy position peaked at $2.02M in Q3 2025.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.