Oppenheimer Asset Management’s DTE Energy DTE Stock Holding History

Oppenheimer Asset 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	$490K	Sell	3,348 -1,876	-36%	-$264K	0.01%	872
2025 Q4	$674K	Sell	5,224 -88	-2%	-$11.9K	0.01%	763
2025 Q3	$751K	Sell	5,312 -294	-5%	-$40.3K	0.01%	820
2025 Q2	$743K	Buy	5,606 +13	+0.2%	+$1.75K	0.01%	800
2025 Q1	$773K	Buy	5,593 +63	+1%	+$8.04K	0.01%	776
2024 Q4	$668K	Sell	5,530 -217	-4%	-$26.8K	0.01%	810
2024 Q3	$738K	Buy	5,747 +262	+5%	+$31.6K	0.01%	795
2024 Q2	$609K	Buy	5,485 +576	+12%	+$64.4K	0.01%	817
2024 Q1	$550K	Buy	+4,909	New	+$530K	0.01%	810
2021 Q3	–	Sell	-3,395	Closed	-$375K	–	1202
2021 Q2	$375K	Buy	3,395 +106	+3%	+$12.4K	0.01%	1017
2021 Q1	$373K	Buy	3,289 +972	+42%	+$102K	0.01%	986
2020 Q4	$239K	Sell	2,317 -65	-3%	-$6.85K	﹤0.01%	1032
2020 Q3	$233K	Sell	2,382 -1,095	-31%	-$107K	﹤0.01%	997
2020 Q2	$318K	Buy	3,477 +2,447	+238%	+$217K	0.01%	917
2020 Q1	$83K	Buy	+1,030	New	+$105K	﹤0.01%	1148

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