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Arete Wealth Advisors’s DTE Energy DTE Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-1,415
Closed -$200K – 460
2025
Q3 		$200K Buy
+1,415
New +$194K 0.01% 730
2025
Q2 		– Sell
-1,451
Closed -$201K – 743
2025
Q1 		$201K Buy
+1,451
New +$185K 0.02% 668
2023
Q3 		– Sell
-2,667
Closed -$293K – 549
2023
Q2 		$293K Buy
+2,667
New +$297K 0.03% 503

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Arete Wealth Advisors's DTE Position: Q4 2025 in Review

Arete Wealth Advisors sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 1,415 shares — an estimated $200K sold.

Arete Wealth Advisors first reported a position in DTE in Q2 2023 and held it in 3 quarters. The position peaked at $293K in Q2 2023. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • Arete Wealth Advisors reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,415 DTE Energy shares in Q4 2025, an estimated $200K.
  • Arete Wealth Advisors first reported a position in DTE Energy in Q2 2023 and held it in 3 quarters.
  • Arete Wealth Advisors's DTE Energy position peaked at $293K in Q2 2023.
  • 961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.