Choreo LLC’s DTE Energy DTE Stock Holding History

Choreo LLC’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	$1.33M	Buy	9,054 +46	+0.5%	+$6.47K	0.02%	519
2025 Q4	$1.17M	Sell	9,008 -665	-7%	-$90.3K	0.01%	540
2025 Q3	$1.38M	Buy	9,673 +341	+4%	+$46.7K	0.02%	480
2025 Q2	$1.25M	Buy	9,332 +292	+3%	+$39.3K	0.02%	510
2025 Q1	$1.26M	Sell	9,040 -26	-0.3%	-$3.32K	0.02%	483
2024 Q4	$1.09M	Buy	9,066 +603	+7%	+$74.4K	0.02%	541
2024 Q3	$1.1M	Buy	8,463 +250	+3%	+$30.1K	0.02%	539
2024 Q2	$897K	Buy	8,213 +3,000	+58%	+$335K	0.02%	560
2024 Q1	$585K	Buy	5,213 +45	+0.9%	+$4.86K	0.02%	402
2023 Q4	$571K	Buy	5,168 +3,118	+152%	+$319K	0.02%	370
2023 Q3	$204K	Buy	2,050 +98	+5%	+$10.5K	0.01%	447
2023 Q2	$217K	Buy	1,952 +25	+1%	+$2.79K	0.01%	433
2023 Q1	$211K	Buy	+1,927	New	+$216K	0.01%	452

Other funds holding DTE

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Minneapolis, Minnesota $431B 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return