Whittier Trust’s DTE Energy DTE Stock Holding History

Whittier Trust’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	$336K	Hold	2,220	–	–	﹤0.01%	545
2026 Q1	$328K	Buy	2,220 +75	+3%	+$10.5K	﹤0.01%	502
2025 Q4	$279K	Hold	2,145	–	–	﹤0.01%	542
2025 Q3	$300K	Hold	2,145	–	–	﹤0.01%	519
2025 Q2	$284K	Hold	2,145	–	–	﹤0.01%	590
2025 Q1	$297K	Hold	2,145	–	–	﹤0.01%	574
2024 Q4	$259K	Sell	2,145 -1,204	-36%	-$149K	﹤0.01%	610
2024 Q3	$430K	Buy	3,349 +4	+0.1%	+$482	0.01%	527
2024 Q2	$371K	Hold	3,345	–	–	0.01%	536
2024 Q1	$375K	Hold	3,345	–	–	0.01%	536
2023 Q4	$369K	Buy	3,345 +2,129	+175%	+$218K	0.01%	532
2023 Q3	$121K	Buy	1,216 +16	+1%	+$1.72K	﹤0.01%	731
2023 Q2	$132K	Sell	1,200 -20	-2%	-$2.23K	﹤0.01%	716
2023 Q1	$134K	Hold	1,220	–	–	﹤0.01%	744
2022 Q4	$143K	Sell	1,220 -13	-1%	-$1.47K	﹤0.01%	725
2022 Q3	$142K	Sell	1,233 -15	-1%	-$1.94K	﹤0.01%	718
2022 Q2	$158K	Hold	1,248	–	–	﹤0.01%	693
2022 Q1	$165K	Buy	1,248 +13	+1%	+$1.59K	﹤0.01%	709
2021 Q4	$147K	Hold	1,235	–	–	﹤0.01%	740
2021 Q3	$138K	Sell	1,235 -216	-15%	-$25.3K	﹤0.01%	708
2021 Q2	$161K	Hold	1,451	–	–	﹤0.01%	695
2021 Q1	$165K	Sell	1,451 -49	-3%	-$5.14K	﹤0.01%	672
2020 Q4	$155K	Hold	1,500	–	–	﹤0.01%	638
2020 Q3	$147K	Hold	1,500	–	–	﹤0.01%	632
2020 Q2	$138K	Hold	1,500	–	–	﹤0.01%	616
2020 Q1	$121K	Buy	1,500 +43	+3%	+$4.36K	﹤0.01%	625
2019 Q4	$161K	Buy	1,457 +41	+3%	+$4.42K	﹤0.01%	598
2019 Q3	$161K	Hold	1,416	–	–	﹤0.01%	590
2019 Q2	$154K	Hold	1,416	–	–	﹤0.01%	579
2019 Q1	$151K	Buy	1,416 +6	+0.4%	+$606	﹤0.01%	581
2018 Q4	$132K	Hold	1,410	–	–	﹤0.01%	581
2018 Q3	$131K	Hold	1,410	–	–	﹤0.01%	586
2018 Q2	$124K	Sell	1,410 -76	-5%	-$6.58K	﹤0.01%	588
2018 Q1	$132K	Hold	1,486	–	–	﹤0.01%	584
2017 Q4	$138K	Hold	1,486	–	–	﹤0.01%	563
2017 Q3	$136K	Hold	1,486	–	–	0.01%	553
2017 Q2	$134K	Sell	1,486 -17	-1%	-$1.54K	0.01%	534
2017 Q1	$131K	Buy	1,503 +17	+1%	+$1.44K	0.01%	538
2016 Q4	$124K	Hold	1,486	–	–	0.01%	540
2016 Q3	$118K	Hold	1,486	–	–	0.01%	538
2016 Q2	$125K	Hold	1,486	–	–	0.01%	545
2016 Q1	$115K	Sell	1,486 -59	-4%	-$4.26K	0.01%	558
2015 Q4	$105K	Buy	1,545 +76	+5%	+$5.23K	﹤0.01%	579
2015 Q3	$100K	Hold	1,469	–	–	﹤0.01%	577
2015 Q2	$94K	Sell	1,469 -294	-17%	-$19.7K	﹤0.01%	610
2015 Q1	$121K	Hold	1,763	–	–	0.01%	559
2014 Q4	$130K	Hold	1,763	–	–	0.01%	507
2014 Q3	$114K	Hold	1,763	–	–	0.01%	519
2014 Q2	$116K	Hold	1,763	–	–	0.01%	515
2014 Q1	$111K	Hold	1,763	–	–	0.01%	525
2013 Q4	$100K	Sell	1,763 -7,731	-81%	-$443K	0.01%	546
2013 Q3	$533K	Hold	9,494	–	–	0.03%	320
2013 Q2	$541K	Buy	+9,494	New	+$559K	0.03%	308

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

Whittier Trust's DTE Position: Q2 2026 in Review

Whittier Trust held its DTE Energy (DTE) position steady in Q2 2026 at 2,220 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Whittier Trust first reported a position in DTE in Q2 2013 and has held it in 53 quarters since. The position peaked at $541K in Q2 2013. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Whittier Trust held 2,220 shares of DTE Energy worth $336K as of Q2 2026.
Whittier Trust left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #545 holding.
Whittier Trust first reported a position in DTE Energy in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's DTE Energy position peaked at $541K in Q2 2013.
1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.