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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
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 $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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
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

Caprock Group's DTE Position: Q1 2026 in Review

Caprock Group reduced its DTE Energy (DTE) stake by 14% in Q1 2026, selling an estimated $58.8K and leaving 2,571 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #838.

Caprock Group first reported a position in DTE in Q4 2023 and has held it in 9 quarters since. The position peaked at $879K in Q3 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Caprock Group held 2,571 shares of DTE Energy worth $382K as of Q1 2026.
  • Caprock Group sold 418 DTE Energy shares in Q1 2026, an estimated $58.8K.
  • DTE Energy made up 0.01% of Caprock Group's portfolio in Q1 2026, its #838 holding.
  • Caprock Group first reported a position in DTE Energy in Q4 2023 and has held it in 9 quarters since.
  • Caprock Group's DTE Energy position peaked at $879K in Q3 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.