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Trivium Point Advisory’s DTE Energy DTE Stock Holding History

Trivium Point Advisory’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trivium Point Advisory's DTE Position: Q1 2026 in Review

Trivium Point Advisory reduced its DTE Energy (DTE) stake by 14% in Q1 2026, selling an estimated $118K and leaving 5,273 shares worth $771K. The position accounts for 0.14% of the portfolio, ranked #153.

Trivium Point Advisory first reported a position in DTE in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q1 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Trivium Point Advisory held 5,273 shares of DTE Energy worth $771K as of Q1 2026.
  • Trivium Point Advisory sold 836 DTE Energy shares in Q1 2026, an estimated $118K.
  • DTE Energy made up 0.14% of Trivium Point Advisory's portfolio in Q1 2026, its #153 holding.
  • Trivium Point Advisory first reported a position in DTE Energy in Q3 2023 and has held it in 11 quarters since.
  • Trivium Point Advisory's DTE Energy position peaked at $1.09M in Q1 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.