KA
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Kozak & Associates’s DTE Energy DTE Stock Holding History

Kozak & Associates’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
2025
Q2 		– Sell
-31
Closed -$4.17K – 408
2025
Q1 		$4.17K Hold
31
– – ﹤0.01% 307
2024
Q4 		$3.77K Buy
+31
New +$3.82K ﹤0.01% 313

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kozak & Associates's DTE Position: Q2 2025 in Review

Kozak & Associates sold out of DTE Energy (DTE) in Q2 2025, closing a stake of 31 shares — an estimated $4.17K sold.

Kozak & Associates first reported a position in DTE in Q4 2024 and held it in 2 quarters. The position peaked at $4.17K in Q1 2025. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

  • Kozak & Associates reported no remaining DTE Energy position as of Q2 2025 after selling out during the quarter.
  • Kozak & Associates sold 31 DTE Energy shares in Q2 2025, an estimated $4.17K.
  • Kozak & Associates first reported a position in DTE Energy in Q4 2024 and held it in 2 quarters.
  • Kozak & Associates's DTE Energy position peaked at $4.17K in Q1 2025.
  • 930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Kozak & Associates's 13F filing for Q2 2025, filed 10 Jul 2025.