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Livermore
Livermore
ZHEN

Diversified Trust Co

SEC CIK
0001479844
Latest filing
Jul 17, 2026

DTE holding history

Dte Energy Co in every 13F filed by Diversified Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DTE overviewAll 13F holders of DTEFull Q2 2026 holdings

Shares (Q2 2026)
2,007
Value
$305.8K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of DTE by Diversified Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,007$305.8K<0.1%+372+22.8%AddedHolders
Q1 20261,635$239.1K<0.1%−643−28.2%ReducedHolders
Q4 20252,278$293.8K<0.1%−193−7.8%ReducedHolders
Q3 20252,471$349.5K<0.1%+84+3.5%AddedHolders
Q2 20252,387$316.2K<0.1%−144−5.7%ReducedHolders
Q1 20252,531$350.0K<0.1%+183+7.8%AddedHolders
Q4 20242,348$283.5K<0.1%−125−5.1%ReducedHolders
Q3 20242,473$317.6K<0.1%−43−1.7%ReducedHolders
Q2 20242,516$279.3K<0.1%+2,516NewHolders
Q4 20230$00.0%−6,950−100.0%Sold outHolders
Q3 20236,950$690.0K<0.1%−6,657−48.9%ReducedHolders
Q2 202313,607$1.50M0.1%+1,248+10.1%AddedHolders
Q1 202312,359$1.35M0.1%−1,199−8.8%ReducedHolders
Q4 202213,558$1.59M0.1%−38−0.3%ReducedHolders
Q3 202213,596$1.56M0.1%+256+1.9%AddedHolders
Q2 202213,340$1.69M0.1%−2,707−16.9%ReducedHolders
Q1 202216,047$2.12M0.1%00.0%UnchangedHolders
Q4 202116,047$1.92M0.1%+8,352+108.5%AddedHolders
Q3 20217,695$860.0K<0.1%+7,695NewHolders
Q2 20210$00.0%−2,333−100.0%Sold outHolders
Q1 20212,333$311.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.