MeadowBrook Investment Advisors’s DTE Energy DTE Stock Holding History

MeadowBrook Investment Advisors’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	$382K	Hold	2,504	–	–	0.3%	73
2026 Q1	$366K	Buy	2,504 +88	+4%	+$12.4K	0.32%	71
2025 Q4	$312K	Hold	2,416	–	–	0.27%	80
2025 Q3	$342K	Hold	2,416	–	–	0.29%	73
2025 Q2	$320K	Hold	2,416	–	–	0.29%	80
2025 Q1	$334K	Hold	2,416	–	–	0.31%	71
2024 Q4	$292K	Hold	2,416	–	–	0.26%	89
2024 Q3	$310K	Hold	2,416	–	–	0.28%	81
2024 Q2	$268K	Sell	2,416 -200	-8%	-$22.4K	0.25%	89
2024 Q1	$293K	Hold	2,616	–	–	0.27%	86
2023 Q4	$288K	Buy	+2,616	New	+$268K	0.28%	86

Other funds holding DTE

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

MeadowBrook Investment Advisors's DTE Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its DTE Energy (DTE) position steady in Q2 2026 at 2,504 shares worth $382K. The position accounts for 0.3% of the portfolio, ranked #73.

MeadowBrook Investment Advisors first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. 244 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

MeadowBrook Investment Advisors held 2,504 shares of DTE Energy worth $382K as of Q2 2026.
MeadowBrook Investment Advisors left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.3% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #73 holding.
MeadowBrook Investment Advisors first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
244 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.