Aventail Capital Group’s DTE Energy DTE Stock Holding History

Aventail Capital Group’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	$20.4M	Sell	139,548 -32,274	-19%	-$4.54M	0.99%	29
2025 Q4	$22.2M	Sell	171,822 -61,075	-26%	-$8.29M	1.28%	20
2025 Q3	$32.9M	Sell	232,897 -76,032	-25%	-$10.4M	1.57%	20
2025 Q2	$40.9M	Sell	308,929 -108	-0%	-$14.5K	1.82%	17
2025 Q1	$42.7M	Sell	309,037 -99,892	-24%	-$12.7M	2.11%	14
2024 Q4	$49.4M	Buy	408,929 +308,928	+309%	+$38.1M	2.58%	10
2024 Q3	$12.8M	Sell	100,001 -3,257	-3%	-$393K	0.76%	36
2024 Q2	$11.5M	Sell	103,258 -77,815	-43%	-$8.7M	0.8%	38
2024 Q1	$20.3M	Buy	+181,073	New	+$19.5M	1.55%	27
2023 Q3	–	Sell	-2,523	Closed	-$278K	–	81
2023 Q2	$278K	Sell	2,523 -395,874	-99%	-$44.1M	0.03%	50
2023 Q1	$43.6M	Buy	398,397 +363,097	+1,029%	+$40.7M	3.7%	15
2022 Q4	$4.15M	Sell	35,300 -165,419	-82%	-$18.8M	0.5%	29
2022 Q3	$23.1M	Buy	+200,719	New	+$25.9M	1.77%	21

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