Cerro Pacific Wealth Advisors’s DTE Energy DTE Stock Holding History

Cerro Pacific Wealth 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 Q2	–	Sell	-5,569	Closed	-$672K	–	163
2025 Q1	$672K	Buy	5,569 +21	+0.4%	+$2.68K	0.22%	84
2024 Q4	$712K	Sell	5,548 -242	-4%	-$29.9K	0.24%	81
2024 Q3	$643K	Hold	5,790	–	–	0.24%	83
2024 Q2	$643K	Buy	+5,790	New	+$647K	0.25%	84
2023 Q1	$518K	Buy	4,728 +2,048	+76%	+$229K	0.29%	86
2022 Q4	$315K	Buy	+2,680	New	+$304K	0.17%	127

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return