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Capital A Wealth Management’s DTE Energy DTE Stock Holding History

Capital A Wealth 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
2025
Q2 		$25.9K Buy
235
+231
+5,775% +$31.1K 0.29% 116
2025
Q1 		$553 Buy
4
+2
+100% +$255 ﹤0.01% 615
2024
Q4 		$242 Buy
+2
New +$247 ﹤0.01% 720

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital A Wealth Management's DTE Position: Q2 2025 in Review

Capital A Wealth Management increased its DTE Energy (DTE) stake by 5,775% in Q2 2025, buying an estimated $31.1K and bringing the position to 235 shares worth $25.9K. The position accounts for 0.29% of the portfolio, ranked #116.

Capital A Wealth Management first reported a position in DTE in Q4 2024 and has held it in 3 quarters since. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

  • Capital A Wealth Management held 235 shares of DTE Energy worth $25.9K as of Q2 2025.
  • Capital A Wealth Management bought 231 DTE Energy shares in Q2 2025, an estimated $31.1K.
  • DTE Energy made up 0.29% of Capital A Wealth Management's portfolio in Q2 2025, its #116 holding.
  • Capital A Wealth Management first reported a position in DTE Energy in Q4 2024 and has held it in 3 quarters since.
  • 930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.