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Stephens Inc’s DTE Energy DTE Stock Holding History

Stephens Inc’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 		$530K Sell
3,477
-835
-19% -$122K 0.01% 867
2026
Q1 		$631K Sell
4,312
-331
-7% -$46.5K 0.01% 788
2025
Q4 		$599K Buy
4,643
+44
+1% +$5.97K 0.01% 782
2025
Q3 		$650K Sell
4,599
-256
-5% -$35.1K 0.01% 773
2025
Q2 		$643K Buy
4,855
+300
+7% +$40.3K 0.01% 749
2025
Q1 		$630K Buy
4,555
+81
+2% +$10.3K 0.01% 735
2024
Q4 		$540K Buy
4,474
+923
+26% +$114K 0.01% 805
2024
Q3 		$456K Sell
3,551
-72
-2% -$8.68K 0.01% 877
2024
Q2 		$402K Sell
3,623
-2,553
-41% -$285K 0.01% 886
2024
Q1 		$693K Buy
6,176
+1,995
+48% +$215K 0.01% 686
2023
Q4 		$461K Buy
4,181
+537
+15% +$55K 0.01% 774
2023
Q3 		$362K Buy
3,644
+562
+18% +$60.5K 0.01% 840
2023
Q2 		$339K Buy
3,082
+619
+25% +$69K 0.01% 873
2023
Q1 		$270K Sell
2,463
-877
-26% -$98.2K 0.01% 922
2022
Q4 		$393K Buy
3,340
+711
+27% +$80.6K 0.01% 772
2022
Q3 		$303K Buy
2,629
+102
+4% +$13.2K 0.01% 891
2022
Q2 		$320K Buy
2,527
+453
+22% +$59.1K 0.01% 892
2022
Q1 		$274K Sell
2,074
-1,169
-36% -$143K ﹤0.01% 1048
2021
Q4 		$388K Sell
3,243
-666
-17% -$76.2K 0.01% 944
2021
Q3 		$437K Sell
3,909
-729
-16% -$85.5K 0.01% 924
2021
Q2 		$512K Buy
4,638
+70
+2% +$8.19K 0.01% 871
2021
Q1 		$518K Sell
4,568
-306
-6% -$32.1K 0.01% 824
2020
Q4 		$504K Sell
4,874
-262
-5% -$27.6K 0.01% 773
2020
Q3 		$503K Buy
5,136
+307
+6% +$30K 0.01% 730
2020
Q2 		$442K Buy
+4,829
New +$427K 0.01% 728

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

Stephens Inc's DTE Position: Q2 2026 in Review

Stephens Inc reduced its DTE Energy (DTE) stake by 19% in Q2 2026, selling an estimated $122K and leaving 3,477 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #867.

Stephens Inc first reported a position in DTE in Q2 2020 and has held it in 25 quarters since. The position peaked at $693K in Q1 2024. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Stephens Inc held 3,477 shares of DTE Energy worth $530K as of Q2 2026.
  • Stephens Inc sold 835 DTE Energy shares in Q2 2026, an estimated $122K.
  • DTE Energy made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #867 holding.
  • Stephens Inc first reported a position in DTE Energy in Q2 2020 and has held it in 25 quarters since.
  • Stephens Inc's DTE Energy position peaked at $693K in Q1 2024.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.