LCM
DTE icon

LVM Capital Management’s DTE Energy DTE Stock Holding History

LVM Capital Management’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 		$230K Hold
1,508
– – 0.02% 153
2026
Q1 		$220K Buy
+1,508
New +$212K 0.02% 150
2025
Q4 		– Sell
-1,508
Closed -$213K – 162
2025
Q3 		$213K Buy
+1,508
New +$207K 0.02% 154
2025
Q2 		– Sell
-1,508
Closed -$209K – 153
2025
Q1 		$209K Buy
+1,508
New +$192K 0.02% 142

Other funds holding DTE

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

LVM Capital Management's DTE Position: Q2 2026 in Review

LVM Capital Management held its DTE Energy (DTE) position steady in Q2 2026 at 1,508 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #153.

LVM Capital Management first reported a position in DTE in Q1 2025 and has held it in 4 quarters since. 401 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • LVM Capital Management held 1,508 shares of DTE Energy worth $230K as of Q2 2026.
  • LVM Capital Management left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up 0.02% of LVM Capital Management's portfolio in Q2 2026, its #153 holding.
  • LVM Capital Management first reported a position in DTE Energy in Q1 2025 and has held it in 4 quarters since.
  • 401 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.