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Caprock Group’s DTE Energy DTE Stock Holding History

Caprock Group’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 		$694K Buy
4,510
+1,939
+75% +$283K 0.01% 751
2026
Q1 		$382K Sell
2,571
-418
-14% -$58.8K 0.01% 838
2025
Q4 		$393K Sell
2,989
-3,446
-54% -$468K 0.01% 901
2025
Q3 		$879K Buy
+6,435
New +$882K 0.02% 612
2025
Q1 		$455K Sell
3,255
-48
-1% -$6.13K 0.01% 758
2024
Q4 		$403K Buy
3,303
+906
+38% +$112K 0.01% 697
2024
Q3 		$311K Buy
2,397
+157
+7% +$18.9K 0.01% 717
2024
Q2 		$251K Buy
2,240
+69
+3% +$7.71K 0.01% 741
2024
Q1 		$246K Sell
2,171
-127
-6% -$13.7K 0.01% 620
2023
Q4 		$256K Buy
+2,298
New +$235K 0.02% 584

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

Caprock Group's DTE Position: Q2 2026 in Review

Caprock Group increased its DTE Energy (DTE) stake by 75% in Q2 2026, buying an estimated $283K and bringing the position to 4,510 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #751.

Caprock Group first reported a position in DTE in Q4 2023 and has held it in 10 quarters since. The position peaked at $879K in Q3 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Caprock Group held 4,510 shares of DTE Energy worth $694K as of Q2 2026.
  • Caprock Group bought 1,939 DTE Energy shares in Q2 2026, an estimated $283K.
  • DTE Energy made up 0.01% of Caprock Group's portfolio in Q2 2026, its #751 holding.
  • Caprock Group first reported a position in DTE Energy in Q4 2023 and has held it in 10 quarters since.
  • Caprock Group's DTE Energy position peaked at $879K in Q3 2025.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.