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Aspiriant LLC’s DTE Energy DTE Stock Holding History

Aspiriant LLC’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
Q3 		– Sell
-1,957
Closed -$259K – 300
2025
Q2 		$259K Buy
+1,957
New +$263K 0.01% 275

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BlackRock
BlackRock New York $5.72T 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Aspiriant LLC's DTE Position: Q3 2025 in Review

Aspiriant LLC sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 1,957 shares — an estimated $259K sold.

Aspiriant LLC first reported a position in DTE in Q2 2025 and held it in 1 quarter. The position peaked at $259K in Q2 2025. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • Aspiriant LLC reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
  • Aspiriant LLC sold 1,957 DTE Energy shares in Q3 2025, an estimated $259K.
  • Aspiriant LLC first reported a position in DTE Energy in Q2 2025 and held it in 1 quarter.
  • Aspiriant LLC's DTE Energy position peaked at $259K in Q2 2025.
  • 920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Aspiriant LLC's 13F filing for Q3 2025, filed 24 Oct 2025.