Vontobel Holding’s DTE Energy DTE Stock Holding History

Vontobel Holding’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	$348K	Buy	2,284 +128	+6%	+$18.7K	﹤0.01%	1189
2026 Q1	$315K	Hold	2,156	–	–	﹤0.01%	989
2025 Q4	$278K	Hold	2,156	–	–	﹤0.01%	1196
2025 Q3	$305K	Buy	+2,156	New	+$295K	﹤0.01%	1101
2021 Q4	–	Sell	-4,986	Closed	-$557K	–	1086
2021 Q3	$557K	Buy	4,986 +861	+21%	+$101K	﹤0.01%	759
2021 Q2	$455K	Sell	4,125 -17,880	-81%	-$2.09M	﹤0.01%	792
2021 Q1	$2.49M	Buy	22,005 +17,952	+443%	+$1.88M	0.02%	362
2020 Q4	$417K	Buy	+4,053	New	+$427K	﹤0.01%	703

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

Vontobel Holding's DTE Position: Q2 2026 in Review

Vontobel Holding increased its DTE Energy (DTE) stake by 5.9% in Q2 2026, buying an estimated $18.7K and bringing the position to 2,284 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Vontobel Holding first reported a position in DTE in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.49M in Q1 2021. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Vontobel Holding held 2,284 shares of DTE Energy worth $348K as of Q2 2026.
Vontobel Holding bought 128 DTE Energy shares in Q2 2026, an estimated $18.7K.
DTE Energy made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1189 holding.
Vontobel Holding first reported a position in DTE Energy in Q4 2020 and has held it in 8 quarters since.
Vontobel Holding's DTE Energy position peaked at $2.49M in Q1 2021.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.