Coppell Advisory Solutions’s DTE Energy DTE Stock Holding History

Coppell Advisory Solutions’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	–	Sell	-3,280	Closed	-$426K	–	93
2025 Q4	$426K	Sell	3,280 -20	-0.6%	-$2.72K	0.04%	275
2025 Q3	$465K	Buy	3,300 +25	+0.8%	+$3.42K	0.05%	260
2025 Q2	$431K	Buy	3,275 +1,210	+59%	+$163K	0.05%	264
2025 Q1	$282K	Buy	2,065 +3	+0.1%	+$383	0.04%	270
2024 Q4	$249K	Sell	2,062 -5	-0.2%	-$617	0.03%	244
2024 Q3	$263K	Buy	2,067 +6	+0.3%	+$723	0.04%	234
2024 Q2	$229K	Buy	+2,061	New	+$230K	0.04%	233
2023 Q4	$231K	Buy	2,095 +1,959	+1,440%	+$201K	0.05%	246
2023 Q3	$16K	Buy	136 +80	+143%	+$8.61K	0.01%	529
2023 Q2	$6.17K	Buy	+56	New	+$6.24K	﹤0.01%	809
2023 Q1	–	Sell	-136	Closed	-$16K	–	436
2022 Q4	$16K	Buy	+136	New	+$15.4K	0.01%	534

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

Coppell Advisory Solutions's DTE Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 3,280 shares — an estimated $426K sold.

Coppell Advisory Solutions first reported a position in DTE in Q4 2022 and held it in 11 quarters. The position peaked at $465K in Q3 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Coppell Advisory Solutions reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 3,280 DTE Energy shares in Q1 2026, an estimated $426K.
Coppell Advisory Solutions first reported a position in DTE Energy in Q4 2022 and held it in 11 quarters.
Coppell Advisory Solutions's DTE Energy position peaked at $465K in Q3 2025.
981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.