BTG Pactual Asset Management US LLC DTE β€” DTE ENERGY CO

Ownership history in BTG Pactual Asset Management US LLC  Β·  2 quarters on record

AI Ownership Summary

BTG Pactual Asset Management US LLC reported DTE ENERGY CO (DTE) in 2 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.16% in 2025 Q4. The latest visible filing shows DTE at 1.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DTE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BTG Pactual Asset Management US LLC's position in DTE ENERGY CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DTE was reported at 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.16% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BTG Pactual Asset Management US LLC held DTE β€” position size vs. price
% of Fund (quarterly)    DTE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 92,354 +69,796 +309.4% 1.16% $11.9M 2026-02-17 $142.43
2024 Q4 INITIATED β€” β€” β€” 22,558 β€” β€” 0.28% $2.7M 2025-02-13 $121.71

FAQ About BTG Pactual Asset Management US LLC and DTE

These are the practical questions this page is built to answer before you even open the full history table.

How long has BTG Pactual Asset Management US LLC reported owning DTE?

BTG Pactual Asset Management US LLC reported DTE across 2 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported DTE position in BTG Pactual Asset Management US LLC's portfolio?

The largest reported portfolio weight for DTE was 1.16% in 2025 Q4.

What is the latest reported DTE position on this page?

The most recent filing on this page is 2025 Q4, when BTG Pactual Asset Management US LLC reported 92,354 shares, equal to 1.16% of portfolio, with an estimated market value of $11.9M.

What does the chart on this DTE ownership page compare?

The chart compares BTG Pactual Asset Management US LLC's quarterly DTE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to BTG Pactual Asset Management US LLC Holdings