OLVIG
DTE icon

Oliver Lagore Vanvalin Investment Group’s DTE Energy DTE Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$1.19M Buy
+8,617
New +$1.16M 0.47% 52
2024
Q4 		$1M Buy
8,320
+2,385
+40% +$294K 0.26% 72
2024
Q3 		$762K Sell
5,935
-81
-1% -$9.77K 0.2% 78
2024
Q2 		$668K Buy
6,016
+1,590
+36% +$178K 0.19% 75
2024
Q1 		$496K Sell
4,426
-5,322
-55% -$574K 0.15% 89
2023
Q4 		$1.07M Sell
9,748
-393
-4% -$40.3K 0.4% 47
2023
Q3 		$1.01M Buy
10,141
+967
+11% +$104K 0.4% 40
2023
Q2 		$1.01M Buy
9,174
+1,308
+17% +$146K 0.37% 43
2023
Q1 		$862K Buy
7,866
+802
+11% +$89.8K 0.37% 30
2022
Q4 		$830K Sell
7,064
-2,500
-26% -$283K 0.47% 39
2022
Q3 		$1.1M Sell
9,564
-225
-2% -$29.1K 0.71% 22
2022
Q2 		$1.24M Buy
9,789
+1,525
+18% +$199K 0.72% 25
2022
Q1 		$1.09M Sell
8,264
-80,096
-91% -$9.77M 0.73% 27
2021
Q4 		$10.6M Buy
+88,360
New +$10.1M 0.76% 21

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

Oliver Lagore Vanvalin Investment Group's DTE Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in DTE Energy (DTE) in Q2 2025: 8,617 shares worth $1.19M. The stake represents 0.47% of the portfolio and ranks #52 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in DTE as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in DTE in Q4 2021 and has held it in 14 quarters since. The position peaked at $10.6M in Q4 2021. 931 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 8,617 shares of DTE Energy worth $1.19M as of Q2 2025.
  • DTE Energy was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • DTE Energy made up 0.47% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #52 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in DTE Energy in Q4 2021 and has held it in 14 quarters since.
  • Oliver Lagore Vanvalin Investment Group's DTE Energy position peaked at $10.6M in Q4 2021.
  • 931 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.