Zimmer Partners’s DTE Energy DTE Stock Holding History

Zimmer Partners’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
2024 Q4	–	Sell	-544,300	Closed	-$69.9M	–	154
2024 Q3	$69.9M	Buy	+544,300	New	+$65.6M	1.27%	21
2023 Q4	–	Sell	-381,200	Closed	-$37.8M	–	118
2023 Q3	$37.8M	Sell	381,200 -482,100	-56%	-$51.9M	0.98%	27
2023 Q2	$95M	Sell	863,300 -827,700	-49%	-$92.2M	2.24%	15
2023 Q1	$185M	Buy	1,691,000 +210,300	+14%	+$23.6M	3.8%	6
2022 Q4	$174M	Buy	1,480,700 +1,346,900	+1,007%	+$153M	3.5%	8
2022 Q3	$15.4M	Buy	+133,800	New	+$17.3M	0.33%	48
2022 Q1	–	Sell	-1,137,250	Closed	-$136M	–	120
2021 Q4	$136M	Buy	+1,137,250	New	+$130M	2.03%	19
2021 Q3	–	Sell	-20,915	Closed	-$2.31M	–	160
2021 Q2	$2.31M	Buy	+20,915	New	+$2.45M	0.03%	136
2020 Q1	–	Sell	-1,175,000	Closed	-$130M	–	85
2019 Q4	$130M	Buy	1,175,000 +520,971	+80%	+$56.2M	1.8%	23
2019 Q3	$74M	Buy	+654,029	New	+$72.3M	0.81%	34
2017 Q1	–	Sell	-11,750	Closed	-$985K	–	87
2016 Q4	$985K	Buy	+11,750	New	+$945K	0.03%	66
2015 Q3	–	Sell	-484,688	Closed	-$30.8M	–	76
2015 Q2	$30.8M	Sell	484,688 -161,562	-25%	-$10.8M	1.67%	20
2015 Q1	$44.4M	Buy	+646,250	New	+$46.4M	2.95%	11
2014 Q1	–	Sell	-117,500	Closed	-$6.64M	–	53
2013 Q4	$6.64M	Buy	+117,500	New	+$6.74M	0.82%	30

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Zimmer Partners's DTE Position: Q4 2024 in Review

Zimmer Partners sold out of DTE Energy (DTE) in Q4 2024, closing a stake of 544,300 shares — an estimated $69.9M sold.

Zimmer Partners first reported a position in DTE in Q4 2013 and held it in 14 quarters. The position peaked at $185M in Q1 2023. 876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

Zimmer Partners reported no remaining DTE Energy position as of Q4 2024 after selling out during the quarter.
Zimmer Partners sold 544,300 DTE Energy shares in Q4 2024, an estimated $69.9M.
Zimmer Partners first reported a position in DTE Energy in Q4 2013 and held it in 14 quarters.
Zimmer Partners's DTE Energy position peaked at $185M in Q1 2023.
876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Zimmer Partners's 13F filing for Q4 2024, filed 14 Feb 2025.