CVA Family Office’s DTE Energy DTE Stock Holding History

CVA Family Office’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	$51.2K	Buy	350 +122	+54%	+$17.2K	0.01%	589
2025 Q4	$29.4K	Sell	228 -13	-5%	-$1.76K	﹤0.01%	625
2025 Q3	$34.1K	Buy	241 +31	+15%	+$4.25K	﹤0.01%	605
2025 Q2	$27.8K	Buy	210 +3	+1%	+$403	﹤0.01%	633
2025 Q1	$28.6K	Sell	207 -12	-5%	-$1.53K	﹤0.01%	626
2024 Q4	$26.4K	Buy	219 +73	+50%	+$9.01K	﹤0.01%	632
2024 Q3	$18.7K	Buy	146 +2	+1%	+$241	﹤0.01%	667
2024 Q2	$16K	Buy	144 +4	+3%	+$447	﹤0.01%	677
2024 Q1	$15.7K	Hold	140	–	–	﹤0.01%	685
2023 Q4	$15.4K	Buy	+140	New	+$14.3K	﹤0.01%	664
2023 Q3	–	Sell	-75	Closed	-$8.25K	–	427
2023 Q2	$8.25K	Buy	75 +5	+7%	+$557	﹤0.01%	741
2023 Q1	$7.67K	Buy	+70	New	+$7.84K	﹤0.01%	720
2022 Q4	–	Sell	-30	Closed	-$3K	–	959
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	774
2022 Q2	$4K	Hold	30	–	–	﹤0.01%	764
2022 Q1	$4K	Hold	30	–	–	﹤0.01%	789
2021 Q4	$4K	Buy	+30	New	+$3.43K	﹤0.01%	769
2021 Q3	–	Sell	-35	Closed	-$4K	–	502
2021 Q2	$4K	Hold	35	–	–	﹤0.01%	795
2021 Q1	$4K	Buy	+35	New	+$3.67K	﹤0.01%	644

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