Virtus Investment Advisers’s DTE Energy DTE Stock Holding History

Virtus Investment Advisers’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	$203K	Buy	1,330 +7	+0.5%	+$1.02K	0.05%	389
2026 Q1	$193K	Buy	1,323 +56	+4%	+$7.87K	0.05%	374
2025 Q4	$163K	Buy	+1,267	New	+$172K	0.04%	407
2017 Q4	–	Sell	-12,655	Closed	-$1.16M	–	511
2017 Q3	$1.16M	Sell	12,655 -1,978	-14%	-$183K	0.12%	203
2017 Q2	$1.32M	Buy	14,633 +9,128	+166%	+$827K	0.13%	196
2017 Q1	$478K	Sell	5,505 -10,894	-66%	-$923K	0.04%	335
2016 Q4	$1.38M	Sell	16,399 -23,470	-59%	-$1.89M	0.11%	232
2016 Q3	$3.18M	Buy	+39,869	New	+$3.25M	0.2%	163

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

Virtus Investment Advisers's DTE Position: Q2 2026 in Review

Virtus Investment Advisers increased its DTE Energy (DTE) stake by 0.53% in Q2 2026, buying an estimated $1.02K and bringing the position to 1,330 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #389.

Virtus Investment Advisers first reported a position in DTE in Q3 2016 and has held it in 8 quarters since. The position peaked at $3.18M in Q3 2016. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Virtus Investment Advisers held 1,330 shares of DTE Energy worth $203K as of Q2 2026.
Virtus Investment Advisers bought 7 DTE Energy shares in Q2 2026, an estimated $1.02K.
DTE Energy made up 0.05% of Virtus Investment Advisers's portfolio in Q2 2026, its #389 holding.
Virtus Investment Advisers first reported a position in DTE Energy in Q3 2016 and has held it in 8 quarters since.
Virtus Investment Advisers's DTE Energy position peaked at $3.18M in Q3 2016.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.