VIA
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Virtus Investment Advisers’s DTE Energy DTE Stock Holding History

Virtus Investment Advisers’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 		$193K Buy
1,323
+56
+4% +$7.87K 0.05% 374
2025
Q4 		$163K Buy
+1,267
New +$172K 0.04% 407
2017
Q4 		– Sell
-12,655
Closed -$1.16M – 511
2017
Q3 		$1.16M Sell
12,655
-1,978
-14% -$183K 0.12% 203
2017
Q2 		$1.32M Buy
14,633
+9,128
+166% +$827K 0.13% 196
2017
Q1 		$478K Sell
5,505
-10,894
-66% -$923K 0.04% 335
2016
Q4 		$1.38M Sell
16,399
-23,470
-59% -$1.89M 0.11% 232
2016
Q3 		$3.18M Buy
+39,869
New +$3.25M 0.2% 163

Other funds holding DTE

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return