Berkshire Bank’s DTE Energy DTE Stock Holding History

Berkshire Bank’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
2025 Q1	–	Sell	-1,957	Closed	-$236K	–	160
2024 Q4	$236K	Buy	1,957 +75	+4%	+$9.25K	0.06%	147
2024 Q3	$242K	Buy	+1,882	New	+$227K	0.06%	145

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berkshire Bank's DTE Position: Q1 2025 in Review

Berkshire Bank sold out of DTE Energy (DTE) in Q1 2025, closing a stake of 1,957 shares — an estimated $236K sold.

Berkshire Bank first reported a position in DTE in Q3 2024 and held it in 2 quarters. The position peaked at $242K in Q3 2024. 921 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

Berkshire Bank reported no remaining DTE Energy position as of Q1 2025 after selling out during the quarter.
Berkshire Bank sold 1,957 DTE Energy shares in Q1 2025, an estimated $236K.
Berkshire Bank first reported a position in DTE Energy in Q3 2024 and held it in 2 quarters.
Berkshire Bank's DTE Energy position peaked at $242K in Q3 2024.
921 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on Berkshire Bank's 13F filing for Q1 2025, filed 17 Apr 2025.