Leeward Investments’s DTE Energy DTE Stock Holding History

Leeward Investments’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	$12.9M	Sell	88,550 -3,061	-3%	-$430K	0.64%	66
2025 Q4	$11.8M	Sell	91,611 -4,705	-5%	-$639K	0.6%	71
2025 Q3	$13.6M	Buy	96,316 +9,144	+10%	+$1.25M	0.7%	53
2025 Q2	$11.5M	Sell	87,172 -7,598	-8%	-$1.02M	0.61%	65
2025 Q1	$13.1M	Sell	94,770 -3,789	-4%	-$483K	0.7%	62
2024 Q4	$11.9M	Sell	98,559 -3,382	-3%	-$417K	0.59%	71
2024 Q3	$13.1M	Sell	101,941 -26,401	-21%	-$3.18M	0.61%	66
2024 Q2	$14.2M	Sell	128,342 -5,796	-4%	-$648K	0.65%	63
2024 Q1	$15M	Buy	134,138 +5,148	+4%	+$555K	0.67%	59
2023 Q4	$14.2M	Sell	128,990 -3,480	-3%	-$357K	0.67%	67
2023 Q3	$13.2M	Sell	132,470 -1,450	-1%	-$156K	0.67%	62
2023 Q2	$14.7M	Sell	133,920 -8,387	-6%	-$935K	0.69%	56
2023 Q1	$15.6M	Buy	142,307 +20,633	+17%	+$2.31M	0.71%	55
2022 Q4	$14.3M	Sell	121,674 -2,070	-2%	-$235K	0.63%	69
2022 Q3	$14.2M	Buy	123,744 +7,299	+6%	+$943K	0.68%	64
2022 Q2	$14.8M	Sell	116,445 -995	-0.8%	-$130K	0.67%	59
2022 Q1	$15.5M	Buy	+117,440	New	+$14.3M	0.61%	69

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