Optima Capital’s DTE Energy DTE Stock Holding History

Optima Capital’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	-1	Closed	-$129	–	471
2025 Q4	$129	Buy	+1	New	+$136	﹤0.01%	1351

Other funds holding DTE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optima Capital's DTE Position: Q1 2026 in Review

Optima Capital sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 1 share — an estimated $129 sold.

Optima Capital first reported a position in DTE in Q4 2025 and held it in 1 quarter. The position peaked at $129 in Q4 2025. 982 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Optima Capital reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1 DTE Energy share in Q1 2026, an estimated $129.
Optima Capital first reported a position in DTE Energy in Q4 2025 and held it in 1 quarter.
Optima Capital's DTE Energy position peaked at $129 in Q4 2025.
982 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.