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Oppenheimer Asset Management’s DTE Energy DTE Stock Holding History

Oppenheimer Asset 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 		– Sell
-3,348
Closed -$490K – 1149
2026
Q1 		$490K Sell
3,348
-1,876
-36% -$264K 0.01% 872
2025
Q4 		$674K Sell
5,224
-88
-2% -$11.9K 0.01% 763
2025
Q3 		$751K Sell
5,312
-294
-5% -$40.3K 0.01% 820
2025
Q2 		$743K Buy
5,606
+13
+0.2% +$1.75K 0.01% 800
2025
Q1 		$773K Buy
5,593
+63
+1% +$8.04K 0.01% 776
2024
Q4 		$668K Sell
5,530
-217
-4% -$26.8K 0.01% 810
2024
Q3 		$738K Buy
5,747
+262
+5% +$31.6K 0.01% 795
2024
Q2 		$609K Buy
5,485
+576
+12% +$64.4K 0.01% 817
2024
Q1 		$550K Buy
+4,909
New +$530K 0.01% 810
2021
Q3 		– Sell
-3,395
Closed -$375K – 1202
2021
Q2 		$375K Buy
3,395
+106
+3% +$12.4K 0.01% 1017
2021
Q1 		$373K Buy
3,289
+972
+42% +$102K 0.01% 986
2020
Q4 		$239K Sell
2,317
-65
-3% -$6.85K ﹤0.01% 1032
2020
Q3 		$233K Sell
2,382
-1,095
-31% -$107K ﹤0.01% 997
2020
Q2 		$318K Buy
3,477
+2,447
+238% +$217K 0.01% 917
2020
Q1 		$83K Buy
+1,030
New +$105K ﹤0.01% 1148

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 $3.38T AUM 44.17% 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

Oppenheimer Asset Management's DTE Position: Q2 2026 in Review

Oppenheimer Asset Management sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 3,348 shares — an estimated $490K sold.

Oppenheimer Asset Management first reported a position in DTE in Q1 2020 and held it in 15 quarters. The position peaked at $773K in Q1 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Oppenheimer Asset Management reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
  • Oppenheimer Asset Management sold 3,348 DTE Energy shares in Q2 2026, an estimated $490K.
  • Oppenheimer Asset Management first reported a position in DTE Energy in Q1 2020 and held it in 15 quarters.
  • Oppenheimer Asset Management's DTE Energy position peaked at $773K in Q1 2025.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.