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Sagewood Asset Management’s DTE Energy DTE Stock Holding History

Sagewood 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 		$258K Sell
1,693
-483
-22% -$70.6K 0.06% 348
2026
Q1 		$318K Sell
2,176
-500
-19% -$70.3K 0.1% 212
2025
Q4 		$345K Buy
+2,676
New +$363K 0.12% 149

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

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

Sagewood Asset Management reduced its DTE Energy (DTE) stake by 22% in Q2 2026, selling an estimated $70.6K and leaving 1,693 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #348.

Sagewood Asset Management first reported a position in DTE in Q4 2025 and has held it in 3 quarters since. The position peaked at $345K in Q4 2025. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Sagewood Asset Management held 1,693 shares of DTE Energy worth $258K as of Q2 2026.
  • Sagewood Asset Management sold 483 DTE Energy shares in Q2 2026, an estimated $70.6K.
  • DTE Energy made up 0.06% of Sagewood Asset Management's portfolio in Q2 2026, its #348 holding.
  • Sagewood Asset Management first reported a position in DTE Energy in Q4 2025 and has held it in 3 quarters since.
  • Sagewood Asset Management's DTE Energy position peaked at $345K in Q4 2025.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.