Aspen Investment Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,088
| Closed | -$277K | – | 151 |
|
|
2025
Q2 | $277K | Hold |
2,088
| – | – | 0.12% | 134 |
|
|
2025
Q1 | $289K | Hold |
2,088
| – | – | 0.13% | 130 |
|
|
2024
Q4 | $252K | Hold |
2,088
| – | – | 0.12% | 133 |
|
|
2024
Q3 | $268K | Hold |
2,088
| – | – | 0.13% | 134 |
|
|
2024
Q2 | $232K | Hold |
2,088
| – | – | 0.12% | 136 |
|
|
2024
Q1 | $234K | Hold |
2,088
| – | – | 0.12% | 144 |
|
|
2023
Q4 | $230K | Hold |
2,088
| – | – | 0.13% | 133 |
|
|
2023
Q3 | $207K | Hold |
2,088
| – | – | 0.13% | 136 |
|
|
2023
Q2 | $230K | Hold |
2,088
| – | – | 0.14% | 126 |
|
|
2023
Q1 | $229K | Hold |
2,088
| – | – | 0.15% | 120 |
|
|
2022
Q4 | $245K | Hold |
2,088
| – | – | 0.16% | 113 |
|
|
2022
Q3 | $240K | Hold |
2,088
| – | – | 0.16% | 120 |
|
|
2022
Q2 | $265K | Hold |
2,088
| – | – | 0.17% | 123 |
|
|
2022
Q1 | $276K | Hold |
2,088
| – | – | 0.14% | 126 |
|
|
2021
Q4 | $250K | Hold |
2,088
| – | – | 0.12% | 128 |
|
|
2021
Q3 | $233K | Sell |
2,088
-365
| -15% | -$42.8K | 0.12% | 133 |
|
|
2021
Q2 | $271K | Hold |
2,453
| – | – | 0.14% | 132 |
|
|
2021
Q1 | $278K | Sell |
2,453
-89
| -4% | -$9.34K | 0.16% | 118 |
|
|
2020
Q4 | $263K | Hold |
2,542
| – | – | 0.16% | 116 |
|
|
2020
Q3 | $249K | Hold |
2,542
| – | – | 0.17% | 110 |
|
|
2020
Q2 | $233K | Hold |
2,542
| – | – | 0.17% | 108 |
|
|
2020
Q1 | $205K | Hold |
2,542
| – | – | 0.18% | 101 |
|
|
2019
Q4 | $281K | Hold |
2,542
| – | – | 0.18% | 110 |
|
|
2019
Q3 | $288K | Hold |
2,542
| – | – | 0.19% | 106 |
|
|
2019
Q2 | $277K | Hold |
2,542
| – | – | 0.18% | 112 |
|
|
2019
Q1 | $270K | Hold |
2,542
| – | – | 0.19% | 110 |
|
|
2018
Q4 | $239K | Hold |
2,542
| – | – | 0.19% | 114 |
|
|
2018
Q3 | $236K | Hold |
2,542
| – | – | 0.16% | 131 |
|
|
2018
Q2 | $224K | Hold |
2,542
| – | – | 0.15% | 134 |
|
|
2018
Q1 | $226K | Hold |
2,542
| – | – | 0.16% | 130 |
|
|
2017
Q4 | $237K | Hold |
2,542
| – | – | 0.17% | 128 |
|
|
2017
Q3 | $232K | Hold |
2,542
| – | – | 0.17% | 122 |
|
|
2017
Q2 | $229K | Sell |
2,542
-499
| -16% | -$45.2K | 0.17% | 119 |
|
|
2017
Q1 | $264K | Hold |
3,041
| – | – | 0.2% | 114 |
|
|
2016
Q4 | $255K | Hold |
3,041
| – | – | 0.19% | 112 |
|
|
2016
Q3 | $242K | Hold |
3,041
| – | – | 0.19% | 110 |
|
|
2016
Q2 | $257K | Buy |
+3,041
| New | +$235K | 0.21% | 102 |
|
|
2015
Q4 | – | Sell |
-3,041
| Closed | -$208K | – | 118 |
|
|
2015
Q3 | $208K | Buy |
+3,041
| New | +$203K | 0.2% | 115 |
|
|
2015
Q2 | – | Sell |
-3,041
| Closed | -$209K | – | 123 |
|
|
2015
Q1 | $209K | Hold |
3,041
| – | – | 0.17% | 125 |
|
|
2014
Q4 | $224K | Buy |
+3,041
| New | +$211K | 0.19% | 117 |
|
|
2014
Q3 | – | Sell |
-3,041
| Closed | -$202K | – | 121 |
|
|
2014
Q2 | $202K | Buy |
+3,041
| New | +$197K | 0.12% | 131 |
|
Other funds holding DTE
Aspen Investment Management's DTE Position: Q3 2025 in Review
Aspen Investment Management sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 2,088 shares — an estimated $277K sold.
Aspen Investment Management first reported a position in DTE in Q2 2014 and held it in 41 quarters. The position peaked at $289K in Q1 2025. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.
- Aspen Investment Management reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
- Aspen Investment Management sold 2,088 DTE Energy shares in Q3 2025, an estimated $277K.
- Aspen Investment Management first reported a position in DTE Energy in Q2 2014 and held it in 41 quarters.
- Aspen Investment Management's DTE Energy position peaked at $289K in Q1 2025.
- 920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.
Based on Aspen Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.