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CX Institutional

SEC CIK
0001737089
Latest filing
Oct 2, 2026

DTE holding history

Dte Energy Co in every 13F filed by CX Institutional, 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 Q3 2026 holdings

Shares (Q3 2026)
3,974
Value
$484.0K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of DTE by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20263,974$484.0K<0.1%−491−11.0%ReducedHolders
Q2 20264,465$680.0K<0.1%+149+3.5%AddedHolders
Q1 20264,316$631.0K<0.1%−279−6.1%ReducedHolders
Q4 20254,595$593.0K<0.1%−204−4.3%ReducedHolders
Q3 20254,799$679.0K<0.1%+3,139+189.1%AddedHolders
Q2 20251,660$220.0K<0.1%+15+0.9%AddedHolders
Q1 20251,645$227.0K<0.1%+1,645NewHolders
Q3 20220$00.0%−964−100.0%Sold outHolders
Q2 2022964$122.0K<0.1%+964NewHolders
Q4 20210$00.0%−644−100.0%Sold outHolders
Q3 2021644$72.0K<0.1%+118+22.4%AddedHolders
Q2 2021526$68.0K<0.1%+32+6.5%AddedHolders
Q1 2021494$66.0K<0.1%––Holders

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