Pathstone Holdings
DTE icon

Pathstone Holdings’s DTE Energy DTE Stock Holding History

Pathstone Holdings’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 		$4.03M Buy
26,255
+3,192
+14% +$466K 0.01% 748
2026
Q1 		$3.38M Sell
23,063
-646
-3% -$90.8K 0.01% 743
2025
Q4 		$3.06M Sell
23,709
-487
-2% -$66.1K 0.01% 811
2025
Q3 		$3.42M Buy
24,196
+107
+0.4% +$14.7K 0.01% 727
2025
Q2 		$3.19M Buy
24,089
+593
+3% +$79.7K 0.01% 735
2025
Q1 		$3.25M Buy
23,496
+1,977
+9% +$252K 0.01% 733
2024
Q4 		$2.6M Buy
21,519
+1,346
+7% +$166K 0.01% 840
2024
Q3 		$2.59M Buy
20,173
+549
+3% +$66.2K 0.01% 848
2024
Q2 		$2.18M Buy
19,624
+1,022
+5% +$114K 0.01% 885
2024
Q1 		$2.09M Buy
18,602
+2,025
+12% +$219K 0.01% 874
2023
Q4 		$1.83M Buy
+16,577
New +$1.7M 0.01% 781

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

Pathstone Holdings's DTE Position: Q2 2026 in Review

Pathstone Holdings increased its DTE Energy (DTE) stake by 14% in Q2 2026, buying an estimated $466K and bringing the position to 26,255 shares worth $4.03M. The position accounts for 0.01% of the portfolio, ranked #748.

Pathstone Holdings first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. 1,029 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Pathstone Holdings held 26,255 shares of DTE Energy worth $4.03M as of Q2 2026.
  • Pathstone Holdings bought 3,192 DTE Energy shares in Q2 2026, an estimated $466K.
  • DTE Energy made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #748 holding.
  • Pathstone Holdings first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,029 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.