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 Q2	$53.2K	Sell	349 -1	-0.3%	-$146	﹤0.01%	593
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CVA Family Office's DTE Position: Q2 2026 in Review

CVA Family Office reduced its DTE Energy (DTE) stake by 0.29% in Q2 2026, selling an estimated $146 and leaving 349 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

CVA Family Office first reported a position in DTE in Q1 2021 and has held it in 19 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

CVA Family Office held 349 shares of DTE Energy worth $53.2K as of Q2 2026.
CVA Family Office sold 1 DTE Energy share in Q2 2026, an estimated $146.
DTE Energy made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #593 holding.
CVA Family Office first reported a position in DTE Energy in Q1 2021 and has held it in 19 quarters since.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.