SFM
DTE icon

Stack Financial Management’s DTE Energy DTE Stock Holding History

Stack Financial 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
Q1 		$16.3M Buy
111,204
+946
+0.9% +$133K 1.19% 35
2025
Q4 		$14.2M Sell
110,258
-1,526
-1% -$207K 1.08% 37
2025
Q3 		$15.8M Buy
111,784
+481
+0.4% +$65.9K 1.31% 34
2025
Q2 		$14.7M Sell
111,303
-1,040
-0.9% -$140K 1.3% 35
2025
Q1 		$15.5M Sell
112,343
-2,253
-2% -$287K 1.29% 36
2024
Q4 		$13.8M Sell
114,596
-208
-0.2% -$25.7K 1.27% 35
2024
Q3 		$14.7M Buy
114,804
+1,921
+2% +$232K 1.32% 34
2024
Q2 		$12.5M Buy
+112,883
New +$12.6M 1.16% 35

Other funds holding DTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stack Financial Management's DTE Position: Q1 2026 in Review

Stack Financial Management increased its DTE Energy (DTE) stake by 0.86% in Q1 2026, buying an estimated $133K and bringing the position to 111,204 shares worth $16.3M. The position accounts for 1.19% of the portfolio, ranked #35.

Stack Financial Management first reported a position in DTE in Q2 2024 and has held it in 8 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Stack Financial Management held 111,204 shares of DTE Energy worth $16.3M as of Q1 2026.
  • Stack Financial Management bought 946 DTE Energy shares in Q1 2026, an estimated $133K.
  • DTE Energy made up 1.19% of Stack Financial Management's portfolio in Q1 2026, its #35 holding.
  • Stack Financial Management first reported a position in DTE Energy in Q2 2024 and has held it in 8 quarters since.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.