Atticus Wealth Management’s DTE Energy DTE Stock Holding History

Atticus Wealth Management’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	-635	Closed	-$84.1K	–	310
2025 Q2	$84.1K	Hold	635	–	–	0.02%	266
2025 Q1	$87.8K	Hold	635	–	–	0.03%	178
2024 Q4	$76.7K	Hold	635	–	–	0.02%	193
2024 Q3	$81.5K	Hold	635	–	–	0.03%	191
2024 Q2	$70.5K	Hold	635	–	–	0.02%	202
2024 Q1	$71.2K	Hold	635	–	–	0.02%	203
2023 Q4	$70K	Hold	635	–	–	0.02%	209
2023 Q3	$63K	Hold	635	–	–	0.02%	220
2023 Q2	$69.9K	Hold	635	–	–	0.03%	221
2023 Q1	$69.6K	Hold	635	–	–	0.03%	211
2022 Q4	$74.6K	Hold	635	–	–	0.03%	205
2022 Q3	$80K	Hold	635	–	–	0.04%	188
2022 Q2	$80K	Hold	635	–	–	0.03%	208
2022 Q1	$84K	Buy	+635	New	+$77.5K	0.03%	211

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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

Atticus Wealth Management's DTE Position: Q3 2025 in Review

Atticus Wealth Management sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 635 shares — an estimated $84.1K sold.

Atticus Wealth Management first reported a position in DTE in Q1 2022 and held it in 14 quarters. The position peaked at $87.8K in Q1 2025. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

Atticus Wealth Management reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 635 DTE Energy shares in Q3 2025, an estimated $84.1K.
Atticus Wealth Management first reported a position in DTE Energy in Q1 2022 and held it in 14 quarters.
Atticus Wealth Management's DTE Energy position peaked at $87.8K in Q1 2025.
920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.