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 Q2	$17.3M	Buy	113,354 +2,150	+2%	+$314K	1.35%	34
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 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 $3.38T AUM 44.17% 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

Stack Financial Management's DTE Position: Q2 2026 in Review

Stack Financial Management increased its DTE Energy (DTE) stake by 1.9% in Q2 2026, buying an estimated $314K and bringing the position to 113,354 shares worth $17.3M. The position accounts for 1.35% of the portfolio, ranked #34.

Stack Financial Management first reported a position in DTE in Q2 2024 and has held it in 9 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Stack Financial Management held 113,354 shares of DTE Energy worth $17.3M as of Q2 2026.
Stack Financial Management bought 2,150 DTE Energy shares in Q2 2026, an estimated $314K.
DTE Energy made up 1.35% of Stack Financial Management's portfolio in Q2 2026, its #34 holding.
Stack Financial Management first reported a position in DTE Energy in Q2 2024 and has held it in 9 quarters since.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Stack Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.