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Merit Financial Group’s DTE Energy DTE Stock Holding History

Merit Financial 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 		$3.95M Buy
25,935
+9,241
+55% +$1.35M 0.02% 498
2026
Q1 		$2.44M Buy
16,694
+6,177
+59% +$869K 0.02% 595
2025
Q4 		$1.36M Buy
10,517
+1,947
+23% +$264K 0.01% 796
2025
Q3 		$1.21M Buy
8,570
+1,344
+19% +$184K 0.01% 764
2025
Q2 		$957K Buy
7,226
+597
+9% +$80.3K 0.01% 813
2025
Q1 		$917K Buy
6,629
+1,486
+29% +$190K 0.01% 686
2024
Q4 		$621K Buy
5,143
+3,322
+182% +$410K 0.01% 645
2024
Q3 		$234K Sell
1,821
-831
-31% -$100K 0.01% 744
2024
Q2 		$294K Buy
2,652
+66
+3% +$7.38K 0.01% 738
2024
Q1 		$292K Buy
2,586
+154
+6% +$16.6K 0.01% 717
2023
Q4 		$268K Buy
2,432
+399
+20% +$40.9K 0.01% 648
2023
Q3 		$202K Buy
2,033
+35
+2% +$3.77K 0.01% 694
2023
Q2 		$220K Buy
+1,998
New +$223K 0.01% 676

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

Merit Financial Group's DTE Position: Q2 2026 in Review

Merit Financial Group increased its DTE Energy (DTE) stake by 55% in Q2 2026, buying an estimated $1.35M and bringing the position to 25,935 shares worth $3.95M. The position accounts for 0.02% of the portfolio, ranked #498.

Merit Financial Group first reported a position in DTE in Q2 2023 and has held it in 13 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Merit Financial Group held 25,935 shares of DTE Energy worth $3.95M as of Q2 2026.
  • Merit Financial Group bought 9,241 DTE Energy shares in Q2 2026, an estimated $1.35M.
  • DTE Energy made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #498 holding.
  • Merit Financial Group first reported a position in DTE Energy in Q2 2023 and has held it in 13 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.