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NorthRock Partners’s DTE Energy DTE Stock Holding History

NorthRock Partners’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 		$269K Buy
+1,843
New +$259K ﹤0.01% 551
2025
Q4 		– Sell
-4,489
Closed -$635K – 704
2025
Q3 		$635K Buy
4,489
+808
+22% +$111K 0.01% 462
2025
Q2 		$491K Buy
3,681
+1,082
+42% +$145K 0.01% 404
2025
Q1 		$362K Buy
2,599
+72
+3% +$9.19K 0.01% 432
2024
Q4 		$308K Sell
2,527
-96
-4% -$11.8K 0.01% 464
2024
Q3 		$340K Sell
2,623
-270
-9% -$32.6K 0.01% 459
2024
Q2 		$324K Sell
2,893
-1,200
-29% -$134K 0.01% 450
2024
Q1 		$463K Buy
4,093
+54
+1% +$5.83K 0.02% 374
2023
Q4 		$448K Buy
+4,039
New +$414K 0.02% 352
2023
Q1 		– Sell
-1,965
Closed -$231K – 340
2022
Q4 		$231K Buy
+1,965
New +$223K 0.03% 305

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