Occudo Quantitative Strategies’s DTE Energy DTE Stock Holding History

Occudo Quantitative Strategies’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	-17,973	Closed	-$2.32M	–	786
2025 Q4	$2.32M	Buy	17,973 +16,451	+1,081%	+$2.23M	0.16%	195
2025 Q3	$215K	Sell	1,522 -28,423	-95%	-$3.89M	0.03%	569
2025 Q2	$3.97M	Buy	+29,945	New	+$4.03M	0.45%	56
2024 Q3	–	Sell	-10,330	Closed	-$1.15M	–	787
2024 Q2	$1.15M	Buy	10,330 +4,206	+69%	+$470K	0.2%	144
2024 Q1	$687K	Buy	+6,124	New	+$661K	0.12%	243
2023 Q4	–	Sell	-2,800	Closed	-$278K	–	889
2023 Q3	$278K	Buy	+2,800	New	+$301K	0.04%	691
2023 Q2	–	Sell	-49,322	Closed	-$5.4M	–	1074
2023 Q1	$5.4M	Buy	49,322 +47,343	+2,392%	+$5.3M	0.49%	35
2022 Q4	$233K	Sell	1,979 -2,660	-57%	-$302K	0.03%	733
2022 Q3	$534K	Buy	+4,639	New	+$599K	0.04%	637
2022 Q1	–	Sell	-11,438	Closed	-$1.37M	–	1168
2021 Q4	$1.37M	Sell	11,438 -4,859	-30%	-$556K	0.12%	256
2021 Q3	$1.82M	Buy	+16,297	New	+$1.91M	0.22%	100

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Occudo Quantitative Strategies's DTE Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 17,973 shares — an estimated $2.32M sold.

Occudo Quantitative Strategies first reported a position in DTE in Q3 2021 and held it in 11 quarters. The position peaked at $5.4M in Q1 2023. 988 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Occudo Quantitative Strategies reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
Occudo Quantitative Strategies sold 17,973 DTE Energy shares in Q1 2026, an estimated $2.32M.
Occudo Quantitative Strategies first reported a position in DTE Energy in Q3 2021 and held it in 11 quarters.
Occudo Quantitative Strategies's DTE Energy position peaked at $5.4M in Q1 2023.
988 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.