Legacy Private Trust’s DTE Energy DTE Stock Holding History

Legacy Private Trust’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	$578K	Hold	3,795	–	–	0.03%	198
2026 Q1	$555K	Sell	3,795 -1,155	-23%	-$162K	0.03%	195
2025 Q4	$638K	Hold	4,950	–	–	0.04%	188
2025 Q3	$700K	Sell	4,950 -335	-6%	-$45.9K	0.04%	173
2025 Q2	$700K	Sell	5,285 -3	-0.1%	-$403	0.05%	171
2025 Q1	$731K	Hold	5,288	–	–	0.05%	167
2024 Q4	$639K	Hold	5,288	–	–	0.04%	167
2024 Q3	$679K	Hold	5,288	–	–	0.05%	167
2024 Q2	$587K	Hold	5,288	–	–	0.04%	166
2024 Q1	$593K	Hold	5,288	–	–	0.04%	166
2023 Q4	$583K	Hold	5,288	–	–	0.05%	161
2023 Q3	$525K	Hold	5,288	–	–	0.05%	169
2023 Q2	$582K	Hold	5,288	–	–	0.05%	160
2023 Q1	$579K	Sell	5,288 -30	-0.6%	-$3.36K	0.05%	161
2022 Q4	$625K	Hold	5,318	–	–	0.06%	162
2022 Q3	$612K	Hold	5,318	–	–	0.06%	154
2022 Q2	$674K	Hold	5,318	–	–	0.06%	152
2022 Q1	$703K	Sell	5,318 -265	-5%	-$32.3K	0.05%	167
2021 Q4	$667K	Hold	5,583	–	–	0.05%	176
2021 Q3	$624K	Sell	5,583 -1,224	-18%	-$144K	0.05%	169
2021 Q2	$751K	Sell	6,807 -137	-2%	-$16K	0.06%	162
2021 Q1	$787K	Hold	6,944	–	–	0.07%	151
2020 Q4	$718K	Sell	6,944 -94	-1%	-$9.91K	0.07%	147
2020 Q3	$689K	Sell	7,038 -130	-2%	-$12.7K	0.07%	148
2020 Q2	$656K	Sell	7,168 -3,497	-33%	-$309K	0.07%	139
2020 Q1	$862K	Sell	10,665 -59	-0.6%	-$5.99K	0.11%	126
2019 Q4	$1.19M	Sell	10,724 -466	-4%	-$50.3K	0.12%	130
2019 Q3	$1.27M	Sell	11,190 -123	-1%	-$13.6K	0.14%	121
2019 Q2	$1.23M	Sell	11,313 -681	-6%	-$73.1K	0.14%	122
2019 Q1	$1.27M	Sell	11,994 -130	-1%	-$13.1K	0.15%	125
2018 Q4	$1.14M	Buy	12,124 +130	+1%	+$12.7K	0.15%	123
2018 Q3	$1.11M	Sell	11,994 -537	-4%	-$50.1K	0.13%	126
2018 Q2	$1.1M	Sell	12,531 -5,486	-30%	-$475K	0.13%	131
2018 Q1	$1.6M	Sell	18,017 -17,193	-49%	-$1.51M	0.19%	104
2017 Q4	$3.28M	Buy	35,210 +112	+0.3%	+$10.6K	0.38%	68
2017 Q3	$3.21M	Sell	35,098 -3,287	-9%	-$305K	0.39%	66
2017 Q2	$3.46M	Sell	38,385 -9,470	-20%	-$858K	0.44%	60
2017 Q1	$4.16M	Buy	47,855 +3,023	+7%	+$256K	0.53%	57
2016 Q4	$3.76M	Buy	44,832 +5,716	+15%	+$460K	0.51%	59
2016 Q3	$3.12M	Buy	39,116 +200	+0.5%	+$16.3K	0.42%	62
2016 Q2	$3.28M	Buy	38,916 +2,834	+8%	+$219K	0.48%	63
2016 Q1	$2.78M	Buy	36,082 +521	+1%	+$37.6K	0.42%	68
2015 Q4	$2.43M	Buy	35,561 +20,920	+143%	+$1.44M	0.37%	76
2015 Q3	$1M	Buy	+14,641	New	+$979K	0.16%	131

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

Legacy Private Trust's DTE Position: Q2 2026 in Review

Legacy Private Trust held its DTE Energy (DTE) position steady in Q2 2026 at 3,795 shares worth $578K. The position accounts for 0.03% of the portfolio, ranked #198.

Legacy Private Trust first reported a position in DTE in Q3 2015 and has held it in 44 quarters since. The position peaked at $4.16M in Q1 2017. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Legacy Private Trust held 3,795 shares of DTE Energy worth $578K as of Q2 2026.
Legacy Private Trust left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.03% of Legacy Private Trust's portfolio in Q2 2026, its #198 holding.
Legacy Private Trust first reported a position in DTE Energy in Q3 2015 and has held it in 44 quarters since.
Legacy Private Trust's DTE Energy position peaked at $4.16M in Q1 2017.
1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.