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Annis Gardner Whiting Capital Advisors’s DTE Energy DTE Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q1 		$98.6K Sell
674
-111
-14% -$15.6K 0.02% 444
2025
Q4 		$101K Sell
785
-1
-0.1% -$136 0.02% 402
2025
Q3 		$111K Buy
786
+593
+307% +$81.2K 0.02% 370
2025
Q2 		$25.8K Hold
193
– – 0.01% 523
2025
Q1 		$26.9K Buy
193
+3
+2% +$383 0.01% 417
2024
Q4 		$23.1K Hold
190
– – 0.01% 426
2024
Q3 		$24.6K Sell
190
-8
-4% -$965 0.01% 440
2024
Q2 		$22.2K Buy
198
+8
+4% +$894 0.01% 548
2024
Q1 		$21.5K Buy
190
+8
+4% +$863 0.01% 536
2023
Q4 		$20.3K Buy
182
+3
+2% +$307 0.01% 400
2023
Q3 		$17.9K Buy
+179
New +$19.3K 0.01% 402

Other funds holding DTE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return