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BOK Financial Private Wealth’s DTE Energy DTE Stock Holding History

BOK Financial Private Wealth’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
-21
Closed -$2.56K – 530
2024
Q4 		$2.56K Buy
+21
New +$2.59K ﹤0.01% 429
2024
Q3 		– Hold
0
– – – 521

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $1.02T AUM 30.18% 1-Year Est. Return

BOK Financial Private Wealth's DTE Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of DTE Energy (DTE) in Q1 2025, closing a stake of 21 shares — an estimated $2.56K sold.

BOK Financial Private Wealth first reported a position in DTE in Q4 2024 and held it in 1 quarter. The position peaked at $2.56K in Q4 2024. 921 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining DTE Energy position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 21 DTE Energy shares in Q1 2025, an estimated $2.56K.
  • BOK Financial Private Wealth first reported a position in DTE Energy in Q4 2024 and held it in 1 quarter.
  • BOK Financial Private Wealth's DTE Energy position peaked at $2.56K in Q4 2024.
  • 921 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.