Riverview Trust Company’s DTE Energy DTE Stock Holding History

Riverview Trust Company’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 Q1	$138K	Sell	947 -106	-10%	-$14.9K	0.17%	73
2025 Q4	$136K	Hold	1,053	–	–	0.16%	74
2025 Q3	$149K	Hold	1,053	–	–	0.18%	72
2025 Q2	$139K	Hold	1,053	–	–	0.17%	76
2025 Q1	$146K	Hold	1,053	–	–	0.14%	121
2024 Q4	$127K	Hold	1,053	–	–	0.12%	132
2024 Q3	$135K	Hold	1,053	–	–	0.12%	129
2024 Q2	$117K	Sell	1,053 -322	-23%	-$36K	0.11%	138
2024 Q1	$154K	Buy	+1,375	New	+$148K	0.12%	123
2023 Q4	–	Sell	-1,886	Closed	-$187K	–	240
2023 Q3	$187K	Hold	1,886	–	–	0.17%	97
2023 Q2	$207K	Hold	1,886	–	–	0.19%	83
2023 Q1	$207K	Buy	1,886 +125	+7%	+$14K	0.19%	87
2022 Q4	$207K	Sell	1,761 -99	-5%	-$11.2K	0.2%	90
2022 Q3	$214K	Buy	1,860 +99	+6%	+$12.8K	0.21%	82
2022 Q2	$223K	Hold	1,761	–	–	0.19%	83
2022 Q1	$233K	Hold	1,761	–	–	0.17%	93
2021 Q4	$211	Buy	1,761 +717	+69%	+$82K	0.12%	82
2021 Q3	$117K	Buy	1,044 +467	+81%	+$54.8K	0.12%	110
2021 Q2	$64K	Hold	577	–	–	0.07%	141
2021 Q1	$65K	Hold	577	–	–	0.07%	136
2020 Q4	$60K	Hold	577	–	–	0.07%	135
2020 Q3	$56K	Hold	577	–	–	0.06%	138
2020 Q2	$53K	Sell	577 -41	-7%	-$3.63K	0.05%	148
2020 Q1	$50K	Hold	618	–	–	0.05%	148
2019 Q4	$68K	Hold	618	–	–	0.05%	157
2019 Q3	$70K	Hold	618	–	–	0.05%	150
2019 Q2	$67K	Hold	618	–	–	0.05%	145
2019 Q1	$66K	Hold	618	–	–	0.05%	140
2018 Q4	$58K	Buy	+618	New	+$60.3K	0.05%	145

Other funds holding DTE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Riverview Trust Company's DTE Position: Q1 2026 in Review

Riverview Trust Company reduced its DTE Energy (DTE) stake by 10% in Q1 2026, selling an estimated $14.9K and leaving 947 shares worth $138K. The position accounts for 0.17% of the portfolio, ranked #73.

Riverview Trust Company first reported a position in DTE in Q4 2018 and has held it in 29 quarters since. The position peaked at $233K in Q1 2022. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Riverview Trust Company held 947 shares of DTE Energy worth $138K as of Q1 2026.
Riverview Trust Company sold 106 DTE Energy shares in Q1 2026, an estimated $14.9K.
DTE Energy made up 0.17% of Riverview Trust Company's portfolio in Q1 2026, its #73 holding.
Riverview Trust Company first reported a position in DTE Energy in Q4 2018 and has held it in 29 quarters since.
Riverview Trust Company's DTE Energy position peaked at $233K in Q1 2022.
981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Riverview Trust Company's 13F filing for Q1 2026, filed 1 May 2026.