Cornerstone Planning Group’s DTE Energy DTE Stock Holding History

Cornerstone Planning Group’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	$9.19K	Buy	65 +21	+48%	+$2.95K	﹤0.01%	919
2025 Q4	$6.01K	Buy	44 +40	+1,000%	+$5.43K	﹤0.01%	931
2025 Q3	$368	Sell	4 -37	-90%	-$5.07K	﹤0.01%	1547
2025 Q2	$5.72K	Buy	41 +10	+32%	+$1.34K	﹤0.01%	693
2025 Q1	$4.22K	Buy	31 +5	+19%	+$638	﹤0.01%	776
2024 Q4	$3.17K	Hold	26	–	–	﹤0.01%	679
2024 Q3	$3.22K	Buy	26 +3	+13%	+$362	﹤0.01%	664
2024 Q2	$2.73K	Buy	23 +3	+15%	+$335	﹤0.01%	702
2024 Q1	$2.25K	Buy	20 +6	+43%	+$647	﹤0.01%	644
2023 Q4	$1.54K	Sell	14 -3	-18%	-$307	﹤0.01%	667
2023 Q3	$1.69K	Sell	17 -1	-6%	-$108	﹤0.01%	692
2023 Q2	$1.98K	Buy	+18	New	+$2.01K	﹤0.01%	1151
2022 Q4	$3.27K	Buy	+29	New	+$3.29K	﹤0.01%	1059

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