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Kohmann Bosshard Financial Services’s DTE Energy DTE Stock Holding History

Kohmann Bosshard Financial Services’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 		– Sell
-1,000
Closed -$129K – 314
2025
Q4 		$129K Buy
+1,000
New +$136K 0.01% 356
2025
Q1 		– Sell
-1,000
Closed -$121K – 422
2024
Q4 		$121K Buy
+1,000
New +$123K 0.01% 232

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kohmann Bosshard Financial Services's DTE Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 1,000 shares — an estimated $129K sold.

Kohmann Bosshard Financial Services first reported a position in DTE in Q4 2024 and held it in 2 quarters. The position peaked at $129K in Q4 2025. 989 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 1,000 DTE Energy shares in Q1 2026, an estimated $129K.
  • Kohmann Bosshard Financial Services first reported a position in DTE Energy in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's DTE Energy position peaked at $129K in Q4 2025.
  • 989 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.