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Meritage Portfolio Management’s DTE Energy DTE Stock Holding History

Meritage Portfolio 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
2025
Q4 		$2.79M Buy
+21,640
New +$2.94M 0.19% 143
2019
Q3 		– Sell
-4,887
Closed -$532K – 240
2019
Q2 		$532K Buy
+4,887
New +$525K 0.05% 194

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Meritage Portfolio Management's DTE Position: Q4 2025 in Review

Meritage Portfolio Management opened a new position in DTE Energy (DTE) in Q4 2025: 21,640 shares worth $2.79M. The stake represents 0.19% of the portfolio and ranks #143 among its holdings. This is a return to the name: Meritage Portfolio Management previously reported a position in DTE as recently as Q2 2019.

Meritage Portfolio Management first reported a position in DTE in Q2 2019 and has held it in 2 quarters since. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • Meritage Portfolio Management held 21,640 shares of DTE Energy worth $2.79M as of Q4 2025.
  • DTE Energy was a new Meritage Portfolio Management position in Q4 2025.
  • DTE Energy made up 0.19% of Meritage Portfolio Management's portfolio in Q4 2025, its #143 holding.
  • Meritage Portfolio Management first reported a position in DTE Energy in Q2 2019 and has held it in 2 quarters since.
  • 961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.