Arax Advisory Partners’s DTE Energy DTE Stock Holding History

Arax Advisory 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
2026 Q1	$464K	Sell	3,173 -3,778	-54%	-$531K	0.01%	681
2025 Q4	$897K	Sell	6,951 -15,483	-69%	-$2.1M	0.03%	409
2025 Q3	$3.17M	Buy	22,434 +21,376	+2,020%	+$2.93M	0.05%	344
2025 Q2	$735K	Buy	1,058 +316	+43%	+$42.5K	0.03%	306
2025 Q1	$103K	Sell	742 -477	-39%	-$60.9K	0.01%	720
2024 Q4	$147K	Buy	1,219 +1,102	+942%	+$136K	0.01%	566
2024 Q3	$15.1K	Buy	117 +5	+4%	+$603	﹤0.01%	1213
2024 Q2	$12.5K	Buy	112 +102	+1,020%	+$11.4K	﹤0.01%	1164
2024 Q1	$1.13K	Hold	10	–	–	﹤0.01%	1131
2023 Q4	$1.1K	Sell	10 -49	-83%	-$5.02K	﹤0.01%	1123
2023 Q3	$5.85K	Hold	59	–	–	﹤0.01%	843
2023 Q2	$6.45K	Sell	59 -8	-12%	-$892	﹤0.01%	806
2023 Q1	$7.38K	Sell	67 -7	-9%	-$784	﹤0.01%	749
2022 Q4	$8.7K	Buy	74 +66	+825%	+$7.48K	﹤0.01%	672
2022 Q3	$1K	Sell	8 -9	-53%	-$1.16K	﹤0.01%	1059
2022 Q2	$2K	Buy	+17	New	+$2.22K	﹤0.01%	941

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