Capstone Investment Advisors
DTE icon

Capstone Investment Advisors’s DTE Energy DTE Stock Holding History

Capstone Investment Advisors’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
Q1 		– Sell
-4,432
Closed -$535K – 1477
2024
Q4 		$535K Sell
4,432
-1,960
-31% -$242K ﹤0.01% 1295
2024
Q3 		$821K Sell
6,392
-2,959
-32% -$357K ﹤0.01% 1035
2024
Q2 		$1.04M Sell
9,351
-2,636
-22% -$295K ﹤0.01% 974
2024
Q1 		$1.34M Buy
11,987
+6,366
+113% +$687K ﹤0.01% 983
2023
Q4 		$620K Buy
5,621
+3,502
+165% +$359K ﹤0.01% 1235
2023
Q3 		$210K Buy
2,119
+1,088
+106% +$117K ﹤0.01% 1790
2023
Q2 		$113K Buy
+1,031
New +$115K ﹤0.01% 1677
2023
Q1 		– Sell
-1,334
Closed -$157K – 1585
2022
Q4 		$157K Buy
+1,334
New +$151K ﹤0.01% 1342
2022
Q2 		– Sell
-1,580
Closed -$209K – 1899
2022
Q1 		$209K Buy
+1,580
New +$193K ﹤0.01% 1669
2021
Q4 		– Sell
-16,225
Closed -$1.86M – 1899
2021
Q3 		$1.81M Buy
+16,225
New +$1.9M ﹤0.01% 1230
2016
Q1 		– Sell
-6,557
Closed -$447K – 674
2015
Q4 		$447K Buy
+6,557
New +$451K 0.01% 361

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Capstone Investment Advisors's DTE Position: Q1 2025 in Review

Capstone Investment Advisors sold out of DTE Energy (DTE) in Q1 2025, closing a stake of 4,432 shares — an estimated $535K sold.

Capstone Investment Advisors first reported a position in DTE in Q4 2015 and held it in 11 quarters. The position peaked at $1.81M in Q3 2021. 921 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

  • Capstone Investment Advisors reported no remaining DTE Energy position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,432 DTE Energy shares in Q1 2025, an estimated $535K.
  • Capstone Investment Advisors first reported a position in DTE Energy in Q4 2015 and held it in 11 quarters.
  • Capstone Investment Advisors's DTE Energy position peaked at $1.81M in Q3 2021.
  • 921 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.