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Third View Private Wealth’s DTE Energy DTE Stock Holding History

Third View Private Wealth’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 		– Sell
-10,194
Closed -$1.49M – 301
2026
Q1 		$1.49M Sell
10,194
-2,151
-17% -$302K 0.2% 98
2025
Q4 		$1.59M Buy
+12,345
New +$1.68M 0.21% 98

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Third View Private Wealth's DTE Position: Q2 2026 in Review

Third View Private Wealth sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 10,194 shares — an estimated $1.49M sold.

Third View Private Wealth first reported a position in DTE in Q4 2025 and held it in 2 quarters. The position peaked at $1.59M in Q4 2025. 570 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Third View Private Wealth reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
  • Third View Private Wealth sold 10,194 DTE Energy shares in Q2 2026, an estimated $1.49M.
  • Third View Private Wealth first reported a position in DTE Energy in Q4 2025 and held it in 2 quarters.
  • Third View Private Wealth's DTE Energy position peaked at $1.59M in Q4 2025.
  • 570 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.