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Cerity Partners LLC: DTE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerity Partners LLC on DTE, newest first. How the timeline and the estimate are built.

Cerity Partners LLC held 218,079 DTE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 218,079 shares
    Change vs previous 13F +112,192 shares

    0.04% of the 13F portfolio, value $33,228,739.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 105,887 shares
    Change vs previous 13F +72,986 shares

    0.02% of the 13F portfolio, value $15,482,749.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,901 shares
    Change vs previous 13F -3,848 shares

    0.01% of the 13F portfolio, value $4,243,560.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,749 shares
    Change vs previous 13F -635 shares

    0.01% of the 13F portfolio, value $5,197,497.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 37,384 shares
    Change vs previous 13F +855 shares

    0.01% of the 13F portfolio, value $4,951,793.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,529 shares
    Change vs previous 13F +7,634 shares

    0.01% of the 13F portfolio, value $5,050,888.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,895 shares
    Change vs previous 13F +4,355 shares

    0.01% of the 13F portfolio, value $3,541,441.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,540 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,151,250.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).