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Mather Group’s DTE Energy DTE Stock Holding History

Mather Group’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 		$386K Buy
2,532
+514
+25% +$75.1K ﹤0.01% 600
2026
Q1 		$295K Buy
2,018
+126
+7% +$17.7K ﹤0.01% 624
2025
Q4 		$244K Sell
1,892
-155
-8% -$21K ﹤0.01% 576
2025
Q3 		$289K Buy
2,047
+201
+11% +$27.5K ﹤0.01% 531
2025
Q2 		$244K Buy
1,846
+26
+1% +$3.5K ﹤0.01% 555
2025
Q1 		$252K Buy
1,820
+112
+7% +$14.3K ﹤0.01% 526
2024
Q4 		$206K Buy
1,708
+73
+4% +$9.01K ﹤0.01% 557
2024
Q3 		$210K Sell
1,635
-2,150
-57% -$259K ﹤0.01% 556
2024
Q2 		$424K Buy
3,785
+1,763
+87% +$197K 0.01% 452
2024
Q1 		$223K Hold
2,022
– – ﹤0.01% 501
2023
Q4 		$223K Buy
+2,022
New +$207K ﹤0.01% 521
2023
Q3 		– Sell
-2,583
Closed -$284K – 557
2023
Q2 		$284K Buy
2,583
+390
+18% +$43.5K ﹤0.01% 468
2023
Q1 		$240K Buy
+2,193
New +$246K ﹤0.01% 449

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

Mather Group's DTE Position: Q2 2026 in Review

Mather Group increased its DTE Energy (DTE) stake by 25% in Q2 2026, buying an estimated $75.1K and bringing the position to 2,532 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Mather Group first reported a position in DTE in Q1 2023 and has held it in 13 quarters since. The position peaked at $424K in Q2 2024. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Mather Group held 2,532 shares of DTE Energy worth $386K as of Q2 2026.
  • Mather Group bought 514 DTE Energy shares in Q2 2026, an estimated $75.1K.
  • DTE Energy made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #600 holding.
  • Mather Group first reported a position in DTE Energy in Q1 2023 and has held it in 13 quarters since.
  • Mather Group's DTE Energy position peaked at $424K in Q2 2024.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.