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NEOS Investment Management’s DTE Energy DTE Stock Holding History

NEOS Investment 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
2026
Q2 		$5.08M Buy
33,329
+2,698
+9% +$394K 0.02% 361
2026
Q1 		$4.48M Buy
30,631
+638
+2% +$89.7K 0.02% 356
2025
Q4 		$3.87M Buy
29,993
+4,948
+20% +$672K 0.02% 369
2025
Q3 		$3.54M Buy
25,045
+8,107
+48% +$1.11M 0.03% 351
2025
Q2 		$2.24M Buy
16,938
+3,566
+27% +$479K 0.03% 352
2025
Q1 		$1.85M Buy
13,372
+2,506
+23% +$320K 0.04% 339
2024
Q4 		$1.31M Buy
10,866
+2,486
+30% +$307K 0.03% 358
2024
Q3 		$1.08M Buy
8,380
+1,624
+24% +$196K 0.03% 359
2024
Q2 		$750K Buy
6,756
+1,992
+42% +$223K 0.03% 373
2024
Q1 		$534K Buy
4,764
+1,832
+62% +$198K 0.03% 367
2023
Q4 		$323K Buy
+2,932
New +$300K 0.03% 369

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

NEOS Investment Management's DTE Position: Q2 2026 in Review

NEOS Investment Management increased its DTE Energy (DTE) stake by 8.8% in Q2 2026, buying an estimated $394K and bringing the position to 33,329 shares worth $5.08M. The position accounts for 0.02% of the portfolio, ranked #361.

NEOS Investment Management first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • NEOS Investment Management held 33,329 shares of DTE Energy worth $5.08M as of Q2 2026.
  • NEOS Investment Management bought 2,698 DTE Energy shares in Q2 2026, an estimated $394K.
  • DTE Energy made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #361 holding.
  • NEOS Investment Management first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.