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Stoneridge Investment Partners’s DTE Energy DTE Stock Holding History

Stoneridge Investment Partners’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 		$349K Hold
2,460
– – 0.23% 124
2026
Q1 		$360K Sell
2,460
-2,238
-48% -$315K 0.26% 77
2025
Q4 		$606K Buy
+4,698
New +$638K 0.42% 57
2020
Q3 		– Sell
-8,885
Closed -$813K – 116
2020
Q2 		$813K Sell
8,885
-1,410
-14% -$125K 0.34% 77
2020
Q1 		$832K Hold
10,295
– – 0.37% 69
2019
Q4 		$1.14M Buy
+10,295
New +$1.11M 0.38% 83

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

Stoneridge Investment Partners's DTE Position: Q2 2026 in Review

Stoneridge Investment Partners held its DTE Energy (DTE) position steady in Q2 2026 at 2,460 shares worth $349K. The position accounts for 0.23% of the portfolio, ranked #124.

Stoneridge Investment Partners first reported a position in DTE in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.14M in Q4 2019. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Stoneridge Investment Partners held 2,460 shares of DTE Energy worth $349K as of Q2 2026.
  • Stoneridge Investment Partners left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up 0.23% of Stoneridge Investment Partners's portfolio in Q2 2026, its #124 holding.
  • Stoneridge Investment Partners first reported a position in DTE Energy in Q4 2019 and has held it in 6 quarters since.
  • Stoneridge Investment Partners's DTE Energy position peaked at $1.14M in Q4 2019.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.