NAM
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NorthCrest Asset Manangement’s DTE Energy DTE Stock Holding History

NorthCrest Asset Manangement’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 		$824K Buy
+5,519
New +$806K 0.02% 421
2025
Q4 		– Sell
-1,700
Closed -$242K – 825
2025
Q3 		$242K Sell
1,700
-225
-12% -$30.8K 0.01% 672
2025
Q2 		$254K Buy
+1,925
New +$259K 0.01% 558

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

NorthCrest Asset Manangement's DTE Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in DTE Energy (DTE) in Q2 2026: 5,519 shares worth $824K. The stake represents 0.02% of the portfolio and ranks #421 among its holdings. This is a return to the name: NorthCrest Asset Manangement previously reported a position in DTE as recently as Q3 2025.

NorthCrest Asset Manangement first reported a position in DTE in Q2 2025 and has held it in 3 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • NorthCrest Asset Manangement held 5,519 shares of DTE Energy worth $824K as of Q2 2026.
  • DTE Energy was a new NorthCrest Asset Manangement position in Q2 2026.
  • DTE Energy made up 0.02% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #421 holding.
  • NorthCrest Asset Manangement first reported a position in DTE Energy in Q2 2025 and has held it in 3 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.