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Atria Wealth Solutions’s DTE Energy DTE Stock Holding History

Atria Wealth Solutions’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
Q2 		$561K Sell
4,230
-4,978
-54% -$669K 0.01% 864
2025
Q1 		$1.27M Sell
9,208
-38
-0.4% -$4.85K 0.02% 795
2024
Q4 		$1.12M Sell
9,246
-34
-0.4% -$4.19K 0.01% 885
2024
Q3 		$1.19M Buy
9,280
+68
+0.7% +$8.2K 0.01% 848
2024
Q2 		$1.02M Sell
9,212
-1,613
-15% -$180K 0.01% 892
2024
Q1 		$1.21M Buy
10,825
+117
+1% +$12.6K 0.01% 829
2023
Q4 		$1.18M Buy
10,708
+443
+4% +$45.4K 0.01% 799
2023
Q3 		$1.02M Sell
10,265
-92
-0.9% -$9.9K 0.01% 803
2023
Q2 		$1.14M Buy
10,357
+6,559
+173% +$731K 0.02% 791
2023
Q1 		$420K Buy
3,798
+8
+0.2% +$896 0.01% 1234
2022
Q4 		$449K Buy
3,790
+82
+2% +$9.3K 0.01% 1139
2022
Q3 		$427K Sell
3,708
-9,003
-71% -$1.16M 0.01% 1115
2022
Q2 		$1.61M Buy
12,711
+5,193
+69% +$677K 0.03% 511
2022
Q1 		$998K Buy
+7,518
New +$917K 0.02% 730

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Atria Wealth Solutions's DTE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its DTE Energy (DTE) stake by 54% in Q2 2025, selling an estimated $669K and leaving 4,230 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #864.

Atria Wealth Solutions first reported a position in DTE in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.61M in Q2 2022. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

  • Atria Wealth Solutions held 4,230 shares of DTE Energy worth $561K as of Q2 2025.
  • Atria Wealth Solutions sold 4,978 DTE Energy shares in Q2 2025, an estimated $669K.
  • DTE Energy made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #864 holding.
  • Atria Wealth Solutions first reported a position in DTE Energy in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's DTE Energy position peaked at $1.61M in Q2 2022.
  • 930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.