Avior Wealth Management’s DTE Energy DTE Stock Holding History

Avior 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 Q1	–	Sell	-22	Closed	-$2.66K	–	1168
2024 Q4	$2.66K	Sell	22 -1,516	-99%	-$187K	﹤0.01%	2057
2024 Q3	$197K	Buy	1,538 +50	+3%	+$6.03K	0.01%	699
2024 Q2	$166K	Sell	1,488 -41	-3%	-$4.58K	0.01%	721
2024 Q1	$171K	Buy	+1,529	New	+$165K	0.01%	760
2021 Q2	–	Sell	-2,925	Closed	-$331K	–	1057
2021 Q1	$331K	Hold	2,925	–	–	0.04%	352
2020 Q4	$302K	Hold	2,925	–	–	0.04%	342
2020 Q3	$286K	Sell	2,925 -700	-19%	-$68.4K	0.04%	337
2020 Q2	$331K	Sell	3,625 -688	-16%	-$60.9K	0.05%	317
2020 Q1	$348K	Buy	4,313 +941	+28%	+$95.5K	0.07%	247
2019 Q4	$372K	Hold	3,372	–	–	0.06%	274
2019 Q3	$381K	Buy	3,372 +427	+14%	+$47.2K	0.07%	254
2019 Q2	$320K	Hold	2,945	–	–	0.06%	283
2019 Q1	$312K	Hold	2,945	–	–	0.07%	268
2018 Q4	$276K	Hold	2,945	–	–	0.07%	248
2018 Q3	$273K	Buy	+2,945	New	+$275K	0.06%	280
2018 Q2	–	Sell	-14	Closed	-$1K	–	797
2018 Q1	$1K	Hold	14	–	–	﹤0.01%	721
2017 Q4	$1K	Buy	+14	New	+$1.33K	﹤0.01%	724

Other funds holding DTE

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avior Wealth Management's DTE Position: Q1 2025 in Review

Avior Wealth Management sold out of DTE Energy (DTE) in Q1 2025, closing a stake of 22 shares — an estimated $2.66K sold.

Avior Wealth Management first reported a position in DTE in Q4 2017 and held it in 17 quarters. The position peaked at $381K in Q3 2019. 921 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

Avior Wealth Management reported no remaining DTE Energy position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 22 DTE Energy shares in Q1 2025, an estimated $2.66K.
Avior Wealth Management first reported a position in DTE Energy in Q4 2017 and held it in 17 quarters.
Avior Wealth Management's DTE Energy position peaked at $381K in Q3 2019.
921 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.