NIM
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NEOS Investment Management’s DTE Energy DTE Stock Holding History

NEOS 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 		$4.48M Buy
30,631
+638
+2% +$89.7K 0.02% 356
2025
Q4 		$3.87M Buy
29,993
+4,948
+20% +$672K 0.02% 369
2025
Q3 		$3.54M Buy
25,045
+8,107
+48% +$1.11M 0.03% 351
2025
Q2 		$2.24M Buy
16,938
+3,566
+27% +$479K 0.03% 352
2025
Q1 		$1.85M Buy
13,372
+2,506
+23% +$320K 0.04% 339
2024
Q4 		$1.31M Buy
10,866
+2,486
+30% +$307K 0.03% 358
2024
Q3 		$1.08M Buy
8,380
+1,624
+24% +$196K 0.03% 359
2024
Q2 		$750K Buy
6,756
+1,992
+42% +$223K 0.03% 373
2024
Q1 		$534K Buy
4,764
+1,832
+62% +$198K 0.03% 367
2023
Q4 		$323K Buy
+2,932
New +$300K 0.03% 369

Other funds holding DTE

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return