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
2025 Q2	–	Sell	-600	Closed	-$83K	–	10359
2025 Q1	$83K	Buy	+600	New	+$76.6K	﹤0.01%	7188

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.