Aquatic Capital Management’s DTE Energy DTE Stock Holding History

Aquatic Capital Management’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	–	Sell	-36,498	Closed	-$4.71M	–	1482
2025 Q4	$4.71M	Buy	+36,498	New	+$4.96M	0.13%	193
2025 Q3	–	Sell	-58,490	Closed	-$7.75M	–	1457
2025 Q2	$7.75M	Buy	+58,490	New	+$7.86M	0.16%	170
2024 Q4	–	Sell	-29,094	Closed	-$3.74M	–	1399
2024 Q3	$3.74M	Buy	29,094 +4,394	+18%	+$530K	0.1%	239
2024 Q2	$2.74M	Buy	+24,700	New	+$2.76M	0.1%	201
2024 Q1	–	Sell	-5,100	Closed	-$562K	–	1313
2023 Q4	$562K	Sell	5,100 -48,600	-91%	-$4.98M	0.01%	611
2023 Q3	$5.33M	Buy	53,700 +33,500	+166%	+$3.6M	0.22%	117
2023 Q2	$2.22M	Buy	20,200 +2,300	+13%	+$256K	0.12%	185
2023 Q1	$1.96M	Sell	17,900 -4,400	-20%	-$493K	0.12%	190
2022 Q4	$2.62M	Sell	22,300 -300	-1%	-$34K	0.19%	130
2022 Q3	$2.6M	Buy	+22,600	New	+$2.92M	0.25%	104
2022 Q2	–	Sell	-1,400	Closed	-$185K	–	1282
2022 Q1	$185K	Buy	1,400 +1,300	+1,300%	+$159K	0.28%	79
2021 Q4	$12K	Buy	+100	New	+$11.4K	0.02%	742

Other funds holding DTE

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return