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Rothschild Investment LLC’s DTE Energy DTE Stock Holding History

Rothschild Investment 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
Q2 		$2.25M Buy
14,737
+13,078
+788% +$1.91M 0.08% 228
2026
Q1 		$243K Buy
1,659
+132
+9% +$18.6K 0.01% 608
2025
Q4 		$197K Sell
1,527
-102
-6% -$13.9K 0.01% 631
2025
Q3 		$230K Hold
1,629
– – 0.01% 555
2025
Q2 		$216K Buy
1,629
+180
+12% +$24.2K 0.01% 495
2025
Q1 		$200K Buy
1,449
+43
+3% +$5.49K 0.01% 500
2024
Q4 		$170K Buy
1,406
+58
+4% +$7.15K 0.01% 542
2024
Q3 		$173K Buy
1,348
+39
+3% +$4.7K 0.01% 539
2024
Q2 		$145K Sell
1,309
-96
-7% -$10.7K 0.01% 553
2024
Q1 		$158K Buy
1,405
+10
+0.7% +$1.08K 0.01% 512
2023
Q4 		$154K Buy
+1,395
New +$143K 0.01% 461
2023
Q1 		– Sell
-1,724
Closed -$203K – 489
2022
Q4 		$203K Buy
+1,724
New +$195K 0.02% 436
2022
Q3 		– Sell
-1,724
Closed -$219K – 490
2022
Q2 		$219K Hold
1,724
– – 0.02% 422
2022
Q1 		$228K Sell
1,724
-12
-0.7% -$1.46K 0.02% 445
2021
Q4 		$208K Buy
+1,736
New +$199K 0.02% 470
2021
Q3 		– Sell
-2,040
Closed -$225K – 492
2021
Q2 		$225K Buy
+2,040
New +$239K 0.02% 442

Other funds holding DTE

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rothschild Investment LLC's DTE Position: Q2 2026 in Review

Rothschild Investment LLC increased its DTE Energy (DTE) stake by 788% in Q2 2026, buying an estimated $1.91M and bringing the position to 14,737 shares worth $2.25M. The position accounts for 0.08% of the portfolio, ranked #228.

Rothschild Investment LLC first reported a position in DTE in Q2 2021 and has held it in 16 quarters since. 526 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Rothschild Investment LLC held 14,737 shares of DTE Energy worth $2.25M as of Q2 2026.
  • Rothschild Investment LLC bought 13,078 DTE Energy shares in Q2 2026, an estimated $1.91M.
  • DTE Energy made up 0.08% of Rothschild Investment LLC's portfolio in Q2 2026, its #228 holding.
  • Rothschild Investment LLC first reported a position in DTE Energy in Q2 2021 and has held it in 16 quarters since.
  • 526 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.