UBS Group’s DTE Energy DTE Stock Holding History

UBS Group’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	–	Sell	-5,000	Closed	-$645K	–	10642
2025 Q4	$645K	Hold	5,000	–	–	﹤0.01%	5922
2025 Q3	$707K	Buy	5,000 +1,900	+61%	+$260K	﹤0.01%	5834
2025 Q2	$411K	Buy	3,100 +100	+3%	+$13.4K	﹤0.01%	6177
2025 Q1	$415K	Buy	+3,000	New	+$383K	﹤0.01%	5997
2018 Q1	–	Sell	-11,750	Closed	-$1.09M	–	7885
2017 Q4	$1.09M	Buy	+11,750	New	+$1.12M	﹤0.01%	3711
2017 Q3	–	Sell	-12,455	Closed	-$1.12M	–	7770
2017 Q2	$1.12M	Buy	+12,455	New	+$1.13M	﹤0.01%	3516
2016 Q2	–	Sell	-11,750	Closed	-$907K	–	7776
2016 Q1	$907K	Buy	+11,750	New	+$849K	﹤0.01%	3337
2015 Q2	–	Sell	-823	Closed	-$56K	–	8555
2015 Q1	$56K	Buy	+823	New	+$59.1K	﹤0.01%	5932

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group's DTE Position: Q2 2026 in Review

UBS Group increased its DTE Energy (DTE) stake by 39% in Q2 2026, buying an estimated $36.9M and bringing the position to 902,439 shares worth $138M. The position accounts for 0.02% of the portfolio, ranked #909.

UBS Group first reported a position in DTE in Q4 2014 and has held it in 47 quarters since. The position peaked at $265M in Q3 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

UBS Group held 902,439 shares of DTE Energy worth $138M as of Q2 2026.
UBS Group bought 252,244 DTE Energy shares in Q2 2026, an estimated $36.9M.
DTE Energy made up 0.02% of UBS Group's portfolio in Q2 2026, its #909 holding.
UBS Group first reported a position in DTE Energy in Q4 2014 and has held it in 47 quarters since.
UBS Group's DTE Energy position peaked at $265M in Q3 2025.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.