Charter Oak Capital Management’s DTE Energy DTE Stock Holding History

Charter Oak Capital Management’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	$203K	Buy	+1,389	New	+$195K	0.02%	204
2022 Q3	–	Sell	-307	Closed	-$39K	–	336
2022 Q2	$39K	Hold	307	–	–	0.01%	366
2022 Q1	$41K	Hold	307	–	–	0.01%	386
2021 Q4	$37K	Hold	307	–	–	﹤0.01%	403
2021 Q3	$34K	Sell	307 -54	-15%	-$6.33K	﹤0.01%	378
2021 Q2	$40K	Hold	361	–	–	0.01%	345
2021 Q1	$41K	Hold	361	–	–	0.01%	336
2020 Q4	$37K	Buy	+361	New	+$38.1K	0.01%	331

Other funds holding DTE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charter Oak Capital Management's DTE Position: Q1 2026 in Review

Charter Oak Capital Management opened a new position in DTE Energy (DTE) in Q1 2026: 1,389 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #204 among its holdings. This is a return to the name: Charter Oak Capital Management previously reported a position in DTE as recently as Q2 2022.

Charter Oak Capital Management first reported a position in DTE in Q4 2020 and has held it in 8 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Charter Oak Capital Management held 1,389 shares of DTE Energy worth $203K as of Q1 2026.
DTE Energy was a new Charter Oak Capital Management position in Q1 2026.
DTE Energy made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #204 holding.
Charter Oak Capital Management first reported a position in DTE Energy in Q4 2020 and has held it in 8 quarters since.
981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.