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Caldwell Sutter Capital’s DTE Energy DTE Stock Holding History

Caldwell Sutter Capital’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
Q2 		$46.5K Sell
305
-20
-6% -$2.92K 0.02% 413
2026
Q1 		$47.5K Hold
325
– – 0.02% 383
2025
Q4 		$41.9K Hold
325
– – 0.02% 389
2025
Q3 		$46K Hold
325
– – 0.02% 379
2025
Q2 		$43K Hold
325
– – 0.02% 377
2025
Q1 		$44.9K Sell
325
-30
-8% -$3.83K 0.02% 372
2024
Q4 		$42.9K Hold
355
– – 0.02% 379
2024
Q3 		$45.6K Hold
355
– – 0.02% 376
2024
Q2 		$39.4K Buy
355
+35
+11% +$3.91K 0.02% 387
2024
Q1 		$35.9K Buy
320
+5
+2% +$540 0.02% 392
2023
Q4 		$34.7K Buy
315
+70
+29% +$7.17K 0.02% 385
2023
Q3 		$24.3K Sell
245
-20
-8% -$2.15K 0.01% 411
2023
Q2 		$29.2K Buy
265
+100
+61% +$11.1K 0.02% 386
2023
Q1 		$18.1K Buy
+165
New +$18.5K 0.01% 345

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caldwell Sutter Capital's DTE Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its DTE Energy (DTE) stake by 6.2% in Q2 2026, selling an estimated $2.92K and leaving 305 shares worth $46.5K. The position accounts for 0.02% of the portfolio, ranked #413.

Caldwell Sutter Capital first reported a position in DTE in Q1 2023 and has held it in 14 quarters since. The position peaked at $47.5K in Q1 2026. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Caldwell Sutter Capital held 305 shares of DTE Energy worth $46.5K as of Q2 2026.
  • Caldwell Sutter Capital sold 20 DTE Energy shares in Q2 2026, an estimated $2.92K.
  • DTE Energy made up 0.02% of Caldwell Sutter Capital's portfolio in Q2 2026, its #413 holding.
  • Caldwell Sutter Capital first reported a position in DTE Energy in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's DTE Energy position peaked at $47.5K in Q1 2026.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.