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Nvest Wealth Strategies’s DTE Energy DTE Stock Holding History

Nvest Wealth Strategies’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 		– Sell
-4
Closed -$585 – 376
2026
Q1 		$585 Buy
+4
New +$562 ﹤0.01% 267

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nvest Wealth Strategies's DTE Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 4 shares — an estimated $585 sold.

Nvest Wealth Strategies first reported a position in DTE in Q1 2026 and held it in 1 quarter. The position peaked at $585 in Q1 2026. 570 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 4 DTE Energy shares in Q2 2026, an estimated $585.
  • Nvest Wealth Strategies first reported a position in DTE Energy in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's DTE Energy position peaked at $585 in Q1 2026.
  • 570 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.