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Leeward Investments’s DTE Energy DTE Stock Holding History

Leeward Investments’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 		$12.8M Sell
83,731
-4,819
-5% -$704K 0.58% 68
2026
Q1 		$12.9M Sell
88,550
-3,061
-3% -$430K 0.64% 66
2025
Q4 		$11.8M Sell
91,611
-4,705
-5% -$639K 0.6% 71
2025
Q3 		$13.6M Buy
96,316
+9,144
+10% +$1.25M 0.7% 53
2025
Q2 		$11.5M Sell
87,172
-7,598
-8% -$1.02M 0.61% 65
2025
Q1 		$13.1M Sell
94,770
-3,789
-4% -$483K 0.7% 62
2024
Q4 		$11.9M Sell
98,559
-3,382
-3% -$417K 0.59% 71
2024
Q3 		$13.1M Sell
101,941
-26,401
-21% -$3.18M 0.61% 66
2024
Q2 		$14.2M Sell
128,342
-5,796
-4% -$648K 0.65% 63
2024
Q1 		$15M Buy
134,138
+5,148
+4% +$555K 0.67% 59
2023
Q4 		$14.2M Sell
128,990
-3,480
-3% -$357K 0.67% 67
2023
Q3 		$13.2M Sell
132,470
-1,450
-1% -$156K 0.67% 62
2023
Q2 		$14.7M Sell
133,920
-8,387
-6% -$935K 0.69% 56
2023
Q1 		$15.6M Buy
142,307
+20,633
+17% +$2.31M 0.71% 55
2022
Q4 		$14.3M Sell
121,674
-2,070
-2% -$235K 0.63% 69
2022
Q3 		$14.2M Buy
123,744
+7,299
+6% +$943K 0.68% 64
2022
Q2 		$14.8M Sell
116,445
-995
-0.8% -$130K 0.67% 59
2022
Q1 		$15.5M Buy
+117,440
New +$14.3M 0.61% 69

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Leeward Investments's DTE Position: Q2 2026 in Review

Leeward Investments reduced its DTE Energy (DTE) stake by 5.4% in Q2 2026, selling an estimated $704K and leaving 83,731 shares worth $12.8M. The position accounts for 0.58% of the portfolio, ranked #68.

Leeward Investments first reported a position in DTE in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.6M in Q1 2023. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Leeward Investments held 83,731 shares of DTE Energy worth $12.8M as of Q2 2026.
  • Leeward Investments sold 4,819 DTE Energy shares in Q2 2026, an estimated $704K.
  • DTE Energy made up 0.58% of Leeward Investments's portfolio in Q2 2026, its #68 holding.
  • Leeward Investments first reported a position in DTE Energy in Q1 2022 and has held it in 18 quarters since.
  • Leeward Investments's DTE Energy position peaked at $15.6M in Q1 2023.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.