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DTE icon

Copperwynd Financial’s DTE Energy DTE Stock Holding History

Copperwynd Financial’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 		$874K Sell
6,601
-7
-0.1% -$941 0.22% 87
2025
Q1 		$914K Buy
6,608
+396
+6% +$50.5K 0.25% 80
2024
Q4 		$750K Buy
6,212
+166
+3% +$20.5K 0.21% 81
2024
Q3 		$776K Buy
6,046
+139
+2% +$16.8K 0.23% 88
2024
Q2 		$712K Buy
5,907
+708
+14% +$79.1K 0.23% 89
2024
Q1 		$583K Buy
5,199
+190
+4% +$20.5K 0.21% 97
2023
Q4 		$552K Buy
5,009
+312
+7% +$32K 0.22% 94
2023
Q3 		$466K Buy
4,697
+23
+0.5% +$2.48K 0.22% 92
2023
Q2 		$514K Buy
4,674
+181
+4% +$20.2K 0.24% 97
2023
Q1 		$492K Buy
4,493
+79
+2% +$8.85K 0.25% 99
2022
Q4 		$519K Buy
4,414
+92
+2% +$10.4K 0.29% 83
2022
Q3 		$497K Sell
4,322
-129
-3% -$16.7K 0.29% 76
2022
Q2 		$564K Sell
4,451
-116
-3% -$15.1K 0.33% 69
2022
Q1 		$604K Buy
4,567
+265
+6% +$32.3K 0.25% 88
2021
Q4 		$514K Buy
4,302
+307
+8% +$35.1K 0.2% 96
2021
Q3 		$446K Sell
3,995
-485
-11% -$56.9K 0.18% 101
2021
Q2 		$494K Buy
4,480
+120
+3% +$14K 0.21% 100
2021
Q1 		$494K Buy
4,360
+69
+2% +$7.24K 0.22% 86
2020
Q4 		$443K Sell
4,291
-99
-2% -$10.4K 0.21% 81
2020
Q3 		$430K Sell
4,390
-104
-2% -$10.2K 0.23% 72
2020
Q2 		$411K Sell
4,494
-306
-6% -$27.1K 0.24% 72
2020
Q1 		$388K Sell
4,800
-127
-3% -$12.9K 0.18% 57
2019
Q4 		$545K Buy
4,927
+293
+6% +$31.6K 0.29% 74
2019
Q3 		$480K Buy
4,634
+585
+14% +$64.7K 0.27% 82
2019
Q2 		$441K Buy
4,049
+141
+4% +$15.1K 0.25% 70
2019
Q1 		$415K Buy
3,908
+216
+6% +$21.8K 0.25% 70
2018
Q4 		$347K Buy
3,692
+128
+4% +$12.5K 0.22% 62
2018
Q3 		$331K Buy
3,564
+179
+5% +$16.7K 0.2% 81
2018
Q2 		$299K Buy
3,385
+82
+2% +$7.1K 0.21% 78
2018
Q1 		$293K Buy
3,303
+321
+11% +$28.1K 0.2% 76
2017
Q4 		$278K Buy
+2,982
New +$283K 0.2% 80

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
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
Ameriprise Minneapolis, Minnesota $432B 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

Copperwynd Financial's DTE Position: Q2 2025 in Review

Copperwynd Financial reduced its DTE Energy (DTE) stake by 0.11% in Q2 2025, selling an estimated $941 and leaving 6,601 shares worth $874K. The position accounts for 0.22% of the portfolio, ranked #87.

Copperwynd Financial first reported a position in DTE in Q4 2017 and has held it in 31 quarters since. The position peaked at $914K in Q1 2025. 931 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

  • Copperwynd Financial held 6,601 shares of DTE Energy worth $874K as of Q2 2025.
  • Copperwynd Financial sold 7 DTE Energy shares in Q2 2025, an estimated $941.
  • DTE Energy made up 0.22% of Copperwynd Financial's portfolio in Q2 2025, its #87 holding.
  • Copperwynd Financial first reported a position in DTE Energy in Q4 2017 and has held it in 31 quarters since.
  • Copperwynd Financial's DTE Energy position peaked at $914K in Q1 2025.
  • 931 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.