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CPR Investments’s DTE Energy DTE Stock Holding History

CPR Investments’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
2024
Q4 		– Sell
-2,201
Closed -$283K – 36
2024
Q3 		$283K Sell
2,201
-70
-3% -$8.44K 0.27% 35
2024
Q2 		$252K Hold
2,271
– – 0.21% 38
2024
Q1 		$254K Buy
2,271
+50
+2% +$5.39K 0.19% 42
2023
Q4 		$245K Sell
2,221
-96
-4% -$9.84K 0.24% 31
2023
Q3 		$230K Sell
2,317
-50
-2% -$5.38K 0.25% 32
2023
Q2 		$260K Sell
2,367
-34
-1% -$3.79K 0.25% 33
2023
Q1 		$263K Sell
2,401
-82
-3% -$9.19K 0.25% 26
2022
Q4 		$292K Buy
2,483
+50
+2% +$5.67K 0.29% 32
2022
Q3 		$280K Sell
2,433
-39
-2% -$5.04K 0.36% 22
2022
Q2 		$313K Sell
2,472
-89
-3% -$11.6K 0.47% 27
2022
Q1 		$339K Sell
2,561
-85
-3% -$10.4K 0.28% 59
2021
Q4 		$310K Buy
+2,646
New +$303K 0.22% 57

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CPR Investments's DTE Position: Q4 2024 in Review

CPR Investments sold out of DTE Energy (DTE) in Q4 2024, closing a stake of 2,201 shares — an estimated $283K sold.

CPR Investments first reported a position in DTE in Q4 2021 and held it in 12 quarters. The position peaked at $339K in Q1 2022. 876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

  • CPR Investments reported no remaining DTE Energy position as of Q4 2024 after selling out during the quarter.
  • CPR Investments sold 2,201 DTE Energy shares in Q4 2024, an estimated $283K.
  • CPR Investments first reported a position in DTE Energy in Q4 2021 and held it in 12 quarters.
  • CPR Investments's DTE Energy position peaked at $339K in Q1 2022.
  • 876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on CPR Investments's 13F filing for Q4 2024, filed 14 Jan 2025.