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Steph & Co’s DTE Energy DTE Stock Holding History

Steph & Co’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
Q3 		$69.8K Hold
573
– – 0.02% 165
2026
Q2 		$87.3K Hold
573
– – 0.02% 150
2026
Q1 		$83.8K Hold
573
– – 0.02% 161
2025
Q4 		$73.9K Sell
573
-539
-48% -$73.2K 0.02% 163
2025
Q3 		$157K Sell
1,112
-53
-5% -$7.26K 0.05% 118
2025
Q2 		$154K Sell
1,165
-653
-36% -$87.8K 0.05% 112
2025
Q1 		$251K Buy
1,818
+295
+19% +$37.6K 0.09% 93
2024
Q4 		$184K Sell
1,523
-106
-7% -$13.1K 0.06% 118
2024
Q3 		$209K Sell
1,629
-48
-3% -$5.79K 0.07% 111
2024
Q2 		$186K Buy
1,677
+13
+0.8% +$1.45K 0.06% 114
2024
Q1 		$187K Buy
1,664
+225
+16% +$24.3K 0.06% 118
2023
Q4 		$159K Buy
1,439
+33
+2% +$3.38K 0.08% 114
2023
Q3 		$140K Buy
1,406
+380
+37% +$40.9K 0.08% 127
2023
Q2 		$113K Buy
1,026
+59
+6% +$6.58K 0.06% 138
2023
Q1 		$106K Hold
967
– – 0.07% 137
2022
Q4 		$114K Hold
967
– – 0.07% 135
2022
Q3 		$111K Buy
967
+34
+4% +$4.39K 0.08% 122
2022
Q2 		$118K Buy
933
+130
+16% +$17K 0.07% 124
2022
Q1 		$106K Hold
803
– – 0.06% 144
2021
Q4 		$96K Hold
803
– – 0.06% 151
2021
Q3 		$90K Sell
803
-141
-15% -$16.5K 0.06% 146
2021
Q2 		$104K Hold
944
– – 0.07% 134
2021
Q1 		$107K Hold
944
– – 0.07% 133
2020
Q4 		$97K Hold
944
– – 0.07% 136
2020
Q3 		$92K Sell
944
-8
-0.8% -$782 0.09% 128
2020
Q2 		$87K Buy
952
+322
+51% +$28.5K 0.09% 130
2020
Q1 		$51K Sell
630
-221
-26% -$22.4K 0.06% 143
2019
Q4 		$94K Buy
+851
New +$91.8K 0.08% 139

Other funds holding DTE

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

Steph & Co's DTE Position: Q3 2026 in Review

Steph & Co held its DTE Energy (DTE) position steady in Q3 2026 at 573 shares worth $69.8K. The position accounts for 0.02% of the portfolio, ranked #165.

Steph & Co first reported a position in DTE in Q4 2019 and has held it in 28 quarters since. The position peaked at $251K in Q1 2025. 149 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Steph & Co held 573 shares of DTE Energy worth $69.8K as of Q3 2026.
  • Steph & Co left its DTE Energy share count unchanged in Q3 2026.
  • DTE Energy made up 0.02% of Steph & Co's portfolio in Q3 2026, its #165 holding.
  • Steph & Co first reported a position in DTE Energy in Q4 2019 and has held it in 28 quarters since.
  • Steph & Co's DTE Energy position peaked at $251K in Q1 2025.
  • 149 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.