GW&K Investment Management’s DTE Energy DTE Stock Holding History

GW&K Investment Management’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	$23K	Buy	157 +3	+2%	+$422	﹤0.01%	724
2025 Q4	$20K	Buy	154 +8	+5%	+$1.09K	﹤0.01%	742
2025 Q3	$21K	Buy	146 +1	+0.7%	+$137	﹤0.01%	729
2025 Q2	$19K	Buy	145 +11	+8%	+$1.48K	﹤0.01%	723
2025 Q1	$19K	Hold	134	–	–	﹤0.01%	663
2024 Q4	$16K	Buy	134 +2	+2%	+$247	﹤0.01%	671
2024 Q3	$17K	Buy	132 +14	+12%	+$1.69K	﹤0.01%	638
2024 Q2	$13K	Buy	118 +8	+7%	+$894	﹤0.01%	649
2024 Q1	$12K	Buy	110 +10	+10%	+$1.08K	﹤0.01%	642
2023 Q4	$11K	Buy	100 +31	+45%	+$3.18K	﹤0.01%	649
2023 Q3	$7K	Sell	69 -5	-7%	-$538	﹤0.01%	701
2023 Q2	$8K	Buy	+74	New	+$8.25K	﹤0.01%	662
2022 Q3	–	Sell	-18	Closed	-$2K	–	520
2022 Q2	$2K	Buy	18 +9	+100%	+$1.17K	﹤0.01%	742
2022 Q1	$1K	Buy	+9	New	+$1.1K	﹤0.01%	762

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