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Oak Thistle LLC’s DTE Energy DTE Stock Holding History

Oak Thistle LLC’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
Q3 		$1.83M Buy
+15,040
New +$2.09M 0.17% 236
2023
Q4 		– Sell
-13,715
Closed -$1.36M – 493
2023
Q3 		$1.36M Buy
+13,715
New +$1.48M 0.4% 51
2023
Q2 		– Sell
-7,052
Closed -$772K – 407
2023
Q1 		$772K Buy
+7,052
New +$790K 0.46% 37
2022
Q2 		– Sell
-4,244
Closed -$561K – 244
2022
Q1 		$561K Buy
+4,244
New +$518K 0.3% 134

Other funds holding DTE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Oak Thistle LLC's DTE Position: Q3 2026 in Review

Oak Thistle LLC opened a new position in DTE Energy (DTE) in Q3 2026: 15,040 shares worth $1.83M. The stake represents 0.17% of the portfolio and ranks #236 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in DTE as recently as Q3 2023.

Oak Thistle LLC first reported a position in DTE in Q1 2022 and has held it in 4 quarters since. 829 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Oak Thistle LLC held 15,040 shares of DTE Energy worth $1.83M as of Q3 2026.
  • DTE Energy was a new Oak Thistle LLC position in Q3 2026.
  • DTE Energy made up 0.17% of Oak Thistle LLC's portfolio in Q3 2026, its #236 holding.
  • Oak Thistle LLC first reported a position in DTE Energy in Q1 2022 and has held it in 4 quarters since.
  • 829 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.