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LMCG Investments’s DTE Energy DTE Stock Holding History

LMCG 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 		$2.14M Sell
14,052
-366
-3% -$53.5K 0.11% 133
2026
Q1 		$2.11M Sell
14,418
-1,768
-11% -$249K 0.13% 130
2025
Q4 		$2.09M Sell
16,186
-488
-3% -$66.3K 0.12% 129
2025
Q3 		$2.36M Sell
16,674
-379
-2% -$51.9K 0.14% 123
2025
Q2 		$2.26M Sell
17,053
-709
-4% -$95.3K 0.14% 128
2025
Q1 		$2.46M Sell
17,762
-346
-2% -$44.1K 0.16% 126
2024
Q4 		$2.19M Sell
18,108
-1,386
-7% -$171K 0.13% 131
2024
Q3 		$2.5M Sell
19,494
-517
-3% -$62.3K 0.15% 126
2024
Q2 		$2.22M Sell
20,011
-109
-0.5% -$12.2K 0.13% 133
2024
Q1 		$2.26M Sell
20,120
-3,918
-16% -$423K 0.13% 134
2023
Q4 		$2.65M Sell
24,038
-967
-4% -$99.1K 0.16% 129
2023
Q3 		$2.48M Sell
25,005
-394
-2% -$42.4K 0.17% 131
2023
Q2 		$2.79M Sell
25,399
-651
-2% -$72.6K 0.18% 125
2023
Q1 		$2.85M Sell
26,050
-251
-1% -$28.1K 0.19% 126
2022
Q4 		$3.09M Sell
26,301
-1,421
-5% -$161K 0.22% 122
2022
Q3 		$3.19M Sell
27,722
-371
-1% -$47.9K 0.23% 120
2022
Q2 		$3.56M Sell
28,093
-208
-0.7% -$27.1K 0.25% 114
2022
Q1 		$3.74M Buy
+28,301
New +$3.45M 0.22% 122
2015
Q3 		$558K Hold
8,155
– – 0.01% 428
2015
Q2 		$518K Sell
8,155
-158
-2% -$10.6K 0.01% 421
2015
Q1 		$571K Sell
8,313
-59
-0.7% -$4.24K 0.01% 421
2014
Q4 		$616K Sell
8,372
-470
-5% -$32.6K 0.01% 405
2014
Q3 		$572K Hold
8,842
– – 0.01% 404
2014
Q2 		$586K Sell
8,842
-3,760
-30% -$244K 0.01% 403
2014
Q1 		$796K Sell
12,602
-235
-2% -$13.8K 0.02% 395
2013
Q4 		$726K Hold
12,837
– – 0.02% 400
2013
Q3 		$720K Buy
12,837
+59
+0.5% +$3.42K 0.02% 376
2013
Q2 		$729K Buy
+12,778
New +$753K 0.02% 379

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 $3.38T AUM 44.17% 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

LMCG Investments's DTE Position: Q2 2026 in Review

LMCG Investments reduced its DTE Energy (DTE) stake by 2.5% in Q2 2026, selling an estimated $53.5K and leaving 14,052 shares worth $2.14M. The position accounts for 0.11% of the portfolio, ranked #133.

LMCG Investments first reported a position in DTE in Q2 2013 and has held it in 28 quarters since. The position peaked at $3.74M in Q1 2022. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • LMCG Investments held 14,052 shares of DTE Energy worth $2.14M as of Q2 2026.
  • LMCG Investments sold 366 DTE Energy shares in Q2 2026, an estimated $53.5K.
  • DTE Energy made up 0.11% of LMCG Investments's portfolio in Q2 2026, its #133 holding.
  • LMCG Investments first reported a position in DTE Energy in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's DTE Energy position peaked at $3.74M in Q1 2022.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.