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LRI Investments’s DTE Energy DTE Stock Holding History

LRI 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 		$86.5K Sell
568
-1
-0.2% -$146 0.01% 469
2026
Q1 		$83.2K Hold
569
– – 0.01% 444
2025
Q4 		$73.4K Sell
569
-209
-27% -$28.4K 0.01% 478
2025
Q3 		$110K Sell
778
-57
-7% -$7.81K 0.01% 395
2025
Q2 		$111K Buy
835
+685
+457% +$92.1K 0.01% 416
2025
Q1 		$20.7K Hold
150
– – ﹤0.01% 668
2024
Q4 		$18.1K Hold
150
– – ﹤0.01% 686
2024
Q3 		$17.9K Hold
150
– – ﹤0.01% 674
2024
Q2 		$16.7K Hold
150
– – ﹤0.01% 639
2024
Q1 		$16.8K Buy
+150
New +$16.2K ﹤0.01% 404

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

LRI Investments's DTE Position: Q2 2026 in Review

LRI Investments reduced its DTE Energy (DTE) stake by 0.18% in Q2 2026, selling an estimated $146 and leaving 568 shares worth $86.5K. The position accounts for 0.01% of the portfolio, ranked #469.

LRI Investments first reported a position in DTE in Q1 2024 and has held it in 10 quarters since. The position peaked at $111K in Q2 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • LRI Investments held 568 shares of DTE Energy worth $86.5K as of Q2 2026.
  • LRI Investments sold 1 DTE Energy share in Q2 2026, an estimated $146.
  • DTE Energy made up 0.01% of LRI Investments's portfolio in Q2 2026, its #469 holding.
  • LRI Investments first reported a position in DTE Energy in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's DTE Energy position peaked at $111K in Q2 2025.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.