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Swiss Life Asset Management’s DTE Energy DTE Stock Holding History

Swiss Life Asset 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 		$3.45M Sell
22,626
-622
-3% -$90.9K 0.01% 514
2026
Q1 		$3.4M Buy
23,248
+4,639
+25% +$652K 0.02% 480
2025
Q4 		$2.4M Sell
18,609
-683
-4% -$92.8K 0.01% 539
2025
Q3 		$2.73M Buy
19,292
+5,480
+40% +$751K 0.01% 516
2025
Q2 		$1.83M Sell
13,812
-34,904
-72% -$4.69M 0.01% 566
2025
Q1 		$6.74M Sell
48,716
-4,918
-9% -$628K 0.05% 292
2024
Q4 		$6.47M Buy
53,634
+49,021
+1,063% +$6.05M 0.05% 273
2024
Q3 		$592K Sell
4,613
-1,007
-18% -$121K 0.01% 502
2024
Q2 		$624K Buy
+5,620
New +$628K 0.01% 473
2024
Q1 		– Sell
-11,209
Closed -$1.24M – 566
2023
Q4 		$1.24M Sell
11,209
-3,983
-26% -$408K 0.01% 473
2023
Q3 		$1.51M Sell
15,192
-32,434
-68% -$3.49M 0.02% 525
2023
Q2 		$5.24M Buy
47,626
+25
+0.1% +$2.79K 0.08% 296
2023
Q1 		$5.21M Buy
47,601
+30,600
+180% +$3.43M 0.08% 303
2022
Q4 		$2.01M Sell
17,001
-55,318
-76% -$6.27M 0.03% 428
2022
Q3 		$8.32M Buy
72,319
+31,366
+77% +$4.05M 0.14% 178
2022
Q2 		$5.2M Buy
40,953
+29,675
+263% +$3.87M 0.08% 266
2022
Q1 		$1.49M Sell
11,278
-425
-4% -$51.8K 0.02% 445
2021
Q4 		$1.4M Sell
11,703
-9,678
-45% -$1.11M 0.02% 454
2021
Q3 		$2.39M Sell
21,381
-4,008
-16% -$470K 0.03% 405
2021
Q2 		$5.61M Sell
25,389
-59,974
-70% -$7.01M 0.06% 305
2021
Q1 		$9.67M Buy
85,363
+10,956
+15% +$1.15M 0.14% 188
2020
Q4 		$7.69M Buy
74,407
+64,408
+644% +$6.79M 0.11% 215
2020
Q3 		$979K Sell
9,999
-18,588
-65% -$1.82M 0.01% 370
2020
Q2 		$2.62M Sell
28,587
-803
-3% -$71.1K 0.04% 283
2020
Q1 		$2.38M Sell
29,390
-3,346
-10% -$340K 0.05% 267
2019
Q4 		$3.62M Sell
32,736
-53,970
-62% -$5.82M 0.07% 223
2019
Q3 		$9.81M Buy
86,706
+37,637
+77% +$4.16M 0.13% 130
2019
Q2 		$5.34M Buy
49,069
+31,114
+173% +$3.34M 0.06% 179
2019
Q1 		$1.91M Buy
+17,955
New +$1.81M 0.02% 302
2018
Q4 		– Sell
-25,680
Closed -$2.39M – 266
2018
Q3 		$2.39M Sell
25,680
-9,414
-27% -$878K 0.03% 282
2018
Q2 		$3.1M Buy
35,094
+29,701
+551% +$2.57M 0.05% 223
2018
Q1 		$479K Sell
5,393
-32,921
-86% -$2.89M 0.01% 416
2017
Q4 		$3.57M Sell
38,314
-13,440
-26% -$1.28M 0.08% 151
2017
Q3 		$4.72M Buy
51,754
+12,550
+32% +$1.16M 0.13% 121
2017
Q2 		$3.53M Buy
39,204
+5,046
+15% +$457K 0.09% 135
2017
Q1 		$2.97M Buy
34,158
+21,057
+161% +$1.78M 0.08% 143
2016
Q4 		$1.1M Buy
13,101
+9,572
+271% +$770K 0.04% 233
2016
Q3 		$281K Buy
+3,529
New +$288K 0.01% 397

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Swiss Life Asset Management's DTE Position: Q2 2026 in Review

Swiss Life Asset Management reduced its DTE Energy (DTE) stake by 2.7% in Q2 2026, selling an estimated $90.9K and leaving 22,626 shares worth $3.45M. The position accounts for 0.01% of the portfolio, ranked #514.

Swiss Life Asset Management first reported a position in DTE in Q3 2016 and has held it in 38 quarters since. The position peaked at $9.81M in Q3 2019. 739 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Swiss Life Asset Management held 22,626 shares of DTE Energy worth $3.45M as of Q2 2026.
  • Swiss Life Asset Management sold 622 DTE Energy shares in Q2 2026, an estimated $90.9K.
  • DTE Energy made up 0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #514 holding.
  • Swiss Life Asset Management first reported a position in DTE Energy in Q3 2016 and has held it in 38 quarters since.
  • Swiss Life Asset Management's DTE Energy position peaked at $9.81M in Q3 2019.
  • 739 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.