SAM
DTE icon

Secure Asset Management’s DTE Energy DTE Stock Holding History

Secure 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 		$497K Sell
3,262
-860
-21% -$126K 0.07% 189
2026
Q1 		$603K Sell
4,122
-707
-15% -$99.4K 0.1% 162
2025
Q4 		$623K Buy
4,829
+335
+7% +$45.5K 0.1% 165
2025
Q3 		$630K Buy
4,494
+13
+0.3% +$1.78K 0.1% 162
2025
Q2 		$594K Buy
4,481
+352
+9% +$47.3K 0.11% 173
2025
Q1 		$571K Buy
4,129
+305
+8% +$38.9K 0.11% 163
2024
Q4 		$462K Buy
3,824
+132
+4% +$16.3K 0.07% 205
2024
Q3 		$474K Sell
3,692
-30
-0.8% -$3.62K 0.08% 187
2024
Q2 		$413K Sell
3,722
-1,364
-27% -$152K 0.08% 184
2024
Q1 		$570K Sell
5,086
-2,602
-34% -$281K 0.13% 125
2023
Q4 		$848K Buy
7,688
+127
+2% +$13K 0.23% 105
2023
Q3 		$751K Buy
7,561
+312
+4% +$33.6K 0.22% 107
2023
Q2 		$798K Sell
7,249
-46
-0.6% -$5.13K 0.24% 96
2023
Q1 		$799K Sell
7,295
-1,084
-13% -$121K 0.27% 97
2022
Q4 		$985K Buy
8,379
+1,490
+22% +$169K 0.35% 72
2022
Q3 		$793K Buy
6,889
+271
+4% +$35K 0.44% 38
2022
Q2 		$839K Buy
6,618
+315
+5% +$41.1K 0.46% 38
2022
Q1 		$833K Buy
6,303
+247
+4% +$30.1K 0.38% 48
2021
Q4 		$724K Sell
6,056
-952
-14% -$109K 0.29% 60
2021
Q3 		$783K Sell
7,008
-989
-12% -$116K 0.39% 43
2021
Q2 		$882K Buy
7,997
+79
+1% +$9.24K 0.45% 38
2021
Q1 		$897K Buy
7,918
+189
+2% +$19.8K 0.5% 40
2020
Q4 		$799K Buy
7,729
+1,225
+19% +$129K 0.47% 45
2020
Q3 		$637K Buy
6,504
+32
+0.5% +$3.13K 0.44% 50
2020
Q2 		$592K Buy
6,472
+570
+10% +$50.4K 0.42% 66
2020
Q1 		$477K Buy
5,902
+328
+6% +$33.3K 0.51% 49
2019
Q4 		$616K Buy
+5,574
New +$601K 0.43% 60

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

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

Secure Asset Management reduced its DTE Energy (DTE) stake by 21% in Q2 2026, selling an estimated $126K and leaving 3,262 shares worth $497K. The position accounts for 0.07% of the portfolio, ranked #189.

Secure Asset Management first reported a position in DTE in Q4 2019 and has held it in 27 quarters since. The position peaked at $985K in Q4 2022. 1,033 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Secure Asset Management held 3,262 shares of DTE Energy worth $497K as of Q2 2026.
  • Secure Asset Management sold 860 DTE Energy shares in Q2 2026, an estimated $126K.
  • DTE Energy made up 0.07% of Secure Asset Management's portfolio in Q2 2026, its #189 holding.
  • Secure Asset Management first reported a position in DTE Energy in Q4 2019 and has held it in 27 quarters since.
  • Secure Asset Management's DTE Energy position peaked at $985K in Q4 2022.
  • 1,033 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.