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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return