R Squared’s DTE Energy DTE Stock Holding History

R Squared’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	-6,078	Closed	-$784K	–	543
2025 Q4	$784K	Buy	+6,078	New	+$825K	0.37%	51
2025 Q3	–	Sell	-2,105	Closed	-$279K	–	594
2025 Q2	$279K	Sell	2,105 -885	-30%	-$119K	0.15%	233
2025 Q1	$413K	Buy	+2,990	New	+$382K	0.44%	68

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

R Squared's DTE Position: Q1 2026 in Review

R Squared sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 6,078 shares — an estimated $784K sold.

R Squared first reported a position in DTE in Q1 2025 and held it in 3 quarters. The position peaked at $784K in Q4 2025. 988 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

R Squared reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
R Squared sold 6,078 DTE Energy shares in Q1 2026, an estimated $784K.
R Squared first reported a position in DTE Energy in Q1 2025 and held it in 3 quarters.
R Squared's DTE Energy position peaked at $784K in Q4 2025.
988 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.