Smith Group Asset Management’s DTE Energy DTE Stock Holding History

Smith Group 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	$457K	Hold	3,000	–	–	0.02%	151
2026 Q1	$439K	Hold	3,000	–	–	0.02%	145
2025 Q4	$387K	Hold	3,000	–	–	0.02%	148
2025 Q3	$424K	Hold	3,000	–	–	0.02%	140
2025 Q2	$397K	Hold	3,000	–	–	0.03%	140
2025 Q1	$415K	Hold	3,000	–	–	0.03%	155
2024 Q4	$362K	Buy	+3,000	New	+$370K	0.03%	164

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Smith Group Asset Management's DTE Position: Q2 2026 in Review

Smith Group Asset Management held its DTE Energy (DTE) position steady in Q2 2026 at 3,000 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #151.

Smith Group Asset Management first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Smith Group Asset Management held 3,000 shares of DTE Energy worth $457K as of Q2 2026.
Smith Group Asset Management left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.02% of Smith Group Asset Management's portfolio in Q2 2026, its #151 holding.
Smith Group Asset Management first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.