SFG
DTE icon

SageGuard Financial Group’s DTE Energy DTE Stock Holding History

SageGuard Financial Group’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 		$316K Buy
2,074
+2
+0.1% +$292 0.04% 169
2026
Q1 		$303K Buy
2,072
+1
+0% +$141 0.05% 157
2025
Q4 		$267K Buy
+2,071
New +$281K 0.04% 150
2021
Q1 		– Sell
-1,966
Closed -$203K – 133
2020
Q4 		$203K Buy
+1,966
New +$207K 0.1% 117

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

SageGuard Financial Group's DTE Position: Q2 2026 in Review

SageGuard Financial Group increased its DTE Energy (DTE) stake by 0.1% in Q2 2026, buying an estimated $292 and bringing the position to 2,074 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #169.

SageGuard Financial Group first reported a position in DTE in Q4 2020 and has held it in 4 quarters since. 570 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • SageGuard Financial Group held 2,074 shares of DTE Energy worth $316K as of Q2 2026.
  • SageGuard Financial Group bought 2 DTE Energy shares in Q2 2026, an estimated $292.
  • DTE Energy made up 0.04% of SageGuard Financial Group's portfolio in Q2 2026, its #169 holding.
  • SageGuard Financial Group first reported a position in DTE Energy in Q4 2020 and has held it in 4 quarters since.
  • 570 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.