Members Trust
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Members Trust’s DTE Energy DTE Stock Holding History

Members Trust’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 		$251K Buy
1,646
+248
+18% +$36.2K 0.01% 135
2026
Q1 		$204K Buy
+1,398
New +$197K 0.01% 148

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

Members Trust's DTE Position: Q2 2026 in Review

Members Trust increased its DTE Energy (DTE) stake by 18% in Q2 2026, buying an estimated $36.2K and bringing the position to 1,646 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #135.

Members Trust first reported a position in DTE in Q1 2026 and has held it in 2 quarters since. 401 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Members Trust held 1,646 shares of DTE Energy worth $251K as of Q2 2026.
  • Members Trust bought 248 DTE Energy shares in Q2 2026, an estimated $36.2K.
  • DTE Energy made up 0.01% of Members Trust's portfolio in Q2 2026, its #135 holding.
  • Members Trust first reported a position in DTE Energy in Q1 2026 and has held it in 2 quarters since.
  • 401 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Members Trust's 13F filing for Q2 2026, filed 31 Jul 2026.