Capital World Investors’s DTE Energy DTE Stock Holding History

Capital World Investors’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	$1.6B	Buy	10,933,476 +1,100,412	+11%	+$155M	0.22%	106
2025 Q4	$1.27B	Sell	9,833,064 -18,173	-0.2%	-$2.47M	0.17%	127
2025 Q3	$1.39B	Buy	9,851,237 +552,346	+6%	+$75.7M	0.19%	123
2025 Q2	$1.23B	Sell	9,298,891 -458,377	-5%	-$61.6M	0.18%	124
2025 Q1	$1.35B	Buy	9,757,268 +2,934,037	+43%	+$374M	0.22%	103
2024 Q4	$824M	Buy	6,823,231 +3,766,221	+123%	+$465M	0.13%	161
2024 Q3	$393M	Buy	3,057,010 +230,914	+8%	+$27.8M	0.06%	223
2024 Q2	$314M	Buy	2,826,096 +438,000	+18%	+$49M	0.05%	239
2024 Q1	$268M	Hold	2,388,096	–	–	0.04%	261
2023 Q4	$263M	Hold	2,388,096	–	–	0.05%	251
2023 Q3	$237M	Hold	2,388,096	–	–	0.05%	256
2023 Q2	$263M	Hold	2,388,096	–	–	0.05%	246
2023 Q1	$262M	Sell	2,388,096 -664,100	-22%	-$74.4M	0.05%	253
2022 Q4	$359M	Sell	3,052,196 -1,348,667	-31%	-$153M	0.08%	221
2022 Q3	$506M	Hold	4,400,863	–	–	0.11%	170
2022 Q2	$558M	Buy	4,400,863 +424,100	+11%	+$55.3M	0.12%	174
2022 Q1	$526M	Hold	3,976,763	–	–	0.09%	196
2021 Q4	$475M	Sell	3,976,763 -6,676,711	-63%	-$763M	0.08%	219
2021 Q3	$1.19B	Sell	10,653,474 -9,603,108	-47%	-$1.13B	0.2%	117
2021 Q2	$2.23B	Sell	20,256,582 -3,140,031	-13%	-$367M	0.38%	69
2021 Q1	$2.65B	Sell	23,396,613 -1,451,208	-6%	-$152M	0.49%	48
2020 Q4	$2.57B	Sell	24,847,821 -1,099,228	-4%	-$116M	0.49%	47
2020 Q3	$2.54B	Buy	25,947,049 +90,891	+0.4%	+$8.88M	0.56%	44
2020 Q2	$2.37B	Buy	25,856,158 +1,657,593	+7%	+$147M	0.57%	48
2020 Q1	$1.96B	Buy	24,198,565 +1,583,238	+7%	+$161M	0.57%	49
2019 Q4	$2.5B	Buy	22,615,327 +984,804	+5%	+$106M	0.56%	46
2019 Q3	$2.45B	Buy	21,630,523 +8,300	+0%	+$917K	0.59%	47
2019 Q2	$2.35B	Buy	21,622,223 +4,428	+0%	+$475K	0.55%	48
2019 Q1	$2.29B	Buy	21,617,795 +240,846	+1%	+$24.3M	0.56%	50
2018 Q4	$2.01B	Buy	21,376,949 +2,257,180	+12%	+$220M	0.54%	52
2018 Q3	$1.78B	Buy	19,119,769 +2,781,225	+17%	+$259M	0.43%	58
2018 Q2	$1.44B	Buy	16,338,544 +3,523,708	+27%	+$305M	0.31%	86
2018 Q1	$1.14B	Buy	12,814,836 +1,880,000	+17%	+$165M	0.26%	100
2017 Q4	$1.02B	Buy	10,934,836 +881,250	+9%	+$83.7M	0.22%	107
2017 Q3	$919M	Buy	10,053,586 +1,828,586	+22%	+$169M	0.21%	109
2017 Q2	$741M	Hold	8,225,000	–	–	0.17%	123
2017 Q1	$715M	Buy	8,225,000 +2,025,112	+33%	+$172M	0.17%	126
2016 Q4	$520M	Buy	6,199,888 +3,262,388	+111%	+$262M	0.13%	147
2016 Q3	$234M	Sell	2,937,500 -2,467,500	-46%	-$201M	0.06%	213
2016 Q2	$456M	Sell	5,405,000 -669,750	-11%	-$51.8M	0.12%	154
2016 Q1	$469M	Sell	6,074,750 -123,375	-2%	-$8.91M	0.13%	149
2015 Q4	$423M	Hold	6,198,125	–	–	0.12%	162
2015 Q3	$424M	Hold	6,198,125	–	–	0.12%	166
2015 Q2	$394M	Sell	6,198,125 -264,375	-4%	-$17.7M	0.11%	184
2015 Q1	$444M	Hold	6,462,500	–	–	0.12%	173
2014 Q4	$475M	Hold	6,462,500	–	–	0.13%	168
2014 Q3	$418M	Hold	6,462,500	–	–	0.12%	174
2014 Q2	$428M	Buy	6,462,500 +587,500	+10%	+$38.1M	0.12%	169
2014 Q1	$371M	Hold	5,875,000	–	–	0.11%	185
2013 Q4	$332M	Hold	5,875,000	–	–	0.09%	192
2013 Q3	$330M	Hold	5,875,000	–	–	0.1%	195
2013 Q2	$335M	Buy	+5,875,000	New	+$346M	0.11%	183

Other funds holding DTE

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Capital World Investors's DTE Position: Q1 2026 in Review

Capital World Investors increased its DTE Energy (DTE) stake by 11% in Q1 2026, buying an estimated $155M and bringing the position to 10,933,476 shares worth $1.6B. The position accounts for 0.22% of the portfolio, ranked #106.

Capital World Investors first reported a position in DTE in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.65B in Q1 2021. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Capital World Investors held 10,933,476 shares of DTE Energy worth $1.6B as of Q1 2026.
Capital World Investors bought 1,100,412 DTE Energy shares in Q1 2026, an estimated $155M.
DTE Energy made up 0.22% of Capital World Investors's portfolio in Q1 2026, its #106 holding.
Capital World Investors first reported a position in DTE Energy in Q2 2013 and has held it in 52 quarters since.
Capital World Investors's DTE Energy position peaked at $2.65B in Q1 2021.
981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Capital World Investors's 13F filing for Q1 2026, filed 13 May 2026.