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Morton Community Bank’s DTE Energy DTE Stock Holding History

Morton Community Bank’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 		$5.08M Buy
33,320
+690
+2% +$101K 1.03% 34
2026
Q1 		$4.77M Buy
32,630
+305
+0.9% +$42.9K 1.04% 42
2025
Q4 		$4.34M Buy
32,325
+1,235
+4% +$168K 0.94% 50
2025
Q3 		$4.21M Buy
31,090
+1,704
+6% +$233K 0.98% 44
2025
Q2 		$3.89M Buy
29,386
+1,020
+4% +$137K 0.97% 48
2025
Q1 		$3.92M Sell
28,366
-70
-0.2% -$8.93K 1.03% 39
2024
Q4 		$3.43M Buy
28,436
+415
+1% +$51.2K 0.91% 55
2024
Q3 		$3.6M Buy
28,021
+27
+0.1% +$3.25K 0.94% 50
2024
Q2 		$3.11M Buy
27,994
+2,184
+8% +$244K 0.88% 61
2024
Q1 		$2.89M Buy
25,810
+1,715
+7% +$185K 0.83% 76
2023
Q4 		$2.66M Buy
+24,095
New +$2.47M 0.87% 66

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

Morton Community Bank's DTE Position: Q2 2026 in Review

Morton Community Bank increased its DTE Energy (DTE) stake by 2.1% in Q2 2026, buying an estimated $101K and bringing the position to 33,320 shares worth $5.08M. The position accounts for 1.03% of the portfolio, ranked #34.

Morton Community Bank first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Morton Community Bank held 33,320 shares of DTE Energy worth $5.08M as of Q2 2026.
  • Morton Community Bank bought 690 DTE Energy shares in Q2 2026, an estimated $101K.
  • DTE Energy made up 1.03% of Morton Community Bank's portfolio in Q2 2026, its #34 holding.
  • Morton Community Bank first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.