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
-3,400
Closed -$411K – 1478
2024
Q4 		$411K Buy
3,400
+1,900
+127% +$234K ﹤0.01% 1378
2024
Q3 		$193K Buy
1,500
+1,000
+200% +$121K ﹤0.01% 1590
2024
Q2 		$55.5K Buy
+500
New +$55.9K ﹤0.01% 1939
2024
Q1 		– Sell
-2,100
Closed -$232K – 2383
2023
Q4 		$232K Sell
2,100
-1,300
-38% -$133K ﹤0.01% 1719
2023
Q3 		$338K Buy
3,400
+1,200
+55% +$129K ﹤0.01% 1532
2023
Q2 		$242K Buy
+2,200
New +$245K ﹤0.01% 1481
2023
Q1 		– Sell
-4,000
Closed -$470K – 1586
2022
Q4 		$470K Hold
4,000
– – ﹤0.01% 1147
2022
Q3 		$460K Buy
+4,000
New +$517K ﹤0.01% 1304
2022
Q2 		– Sell
-74,600
Closed -$9.86M – 1900
2022
Q1 		$9.86M Sell
74,600
-9,500
-11% -$1.16M 0.03% 466
2021
Q4 		$10.1M Sell
84,100
-1,200
-1% -$137K 0.02% 602
2021
Q3 		$9.53M Buy
85,300
+77,545
+1,000% +$9.1M 0.02% 636
2021
Q2 		$855K Sell
7,755
-9,518
-55% -$1.11M ﹤0.01% 1278
2021
Q1 		$1.96M Sell
17,273
-7,755
-31% -$814K 0.01% 941
2020
Q4 		$2.59M Sell
25,028
-8,695
-26% -$917K 0.01% 798
2020
Q3 		$3.3M Buy
33,723
+13,983
+71% +$1.37M 0.02% 640
2020
Q2 		$1.81M Buy
+19,740
New +$1.75M 0.01% 746
2020
Q1 		– Sell
-9,283
Closed -$1.03M – 1195
2019
Q4 		$1.03M Hold
9,283
– – 0.01% 1000
2019
Q3 		$1.05M Buy
+9,283
New +$1.03M 0.01% 931

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.