Trivium Point Advisory’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$785K Sell
5,150
-123
-2% -$18K 0.07% 211
2026
Q1
$771K Sell
5,273
-836
-14% -$118K 0.14% 153
2025
Q4
$788K Sell
6,109
-353
-5% -$47.9K 0.08% 199
2025
Q3
$914K Sell
6,462
-824
-11% -$113K 0.09% 189
2025
Q2
$965K Sell
7,286
-600
-8% -$80.7K 0.1% 175
2025
Q1
$1.09M Sell
7,886
-263
-3% -$33.6K 0.14% 154
2024
Q4
$984K Buy
8,149
+3
+0% +$370 0.12% 170
2024
Q3
$966K Sell
8,146
-74
-0.9% -$8.92K 0.13% 169
2024
Q2
$913K Sell
8,220
-185
-2% -$20.7K 0.14% 163
2024
Q1
$943K Sell
8,405
-575
-6% -$62K 0.2% 116
2023
Q4
$990K Buy
8,980
+3,860
+75% +$395K 0.24% 109
2023
Q3
$498K Buy
+5,120
New +$551K 0.14% 144

Other funds holding DTE

Trivium Point Advisory's DTE Position: Q2 2026 in Review

Trivium Point Advisory reduced its DTE Energy (DTE) stake by 2.3% in Q2 2026, selling an estimated $18K and leaving 5,150 shares worth $785K. The position accounts for 0.07% of the portfolio, ranked #211.

Trivium Point Advisory first reported a position in DTE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q1 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Trivium Point Advisory held 5,150 shares of DTE Energy worth $785K as of Q2 2026.
  • Trivium Point Advisory sold 123 DTE Energy shares in Q2 2026, an estimated $18K.
  • DTE Energy made up 0.07% of Trivium Point Advisory's portfolio in Q2 2026, its #211 holding.
  • Trivium Point Advisory first reported a position in DTE Energy in Q3 2023 and has held it in 12 quarters since.
  • Trivium Point Advisory's DTE Energy position peaked at $1.09M in Q1 2025.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.