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Beach Investment Counsel’s DTE Energy DTE Stock Holding History

Beach Investment Counsel’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 		$8.25M Sell
59,650
-1,918
-3% -$245K 1.21% 24
2024
Q4 		$7.43M Sell
61,568
-6,003
-9% -$740K 1% 27
2024
Q3 		$8.68M Sell
67,571
-1,843
-3% -$222K 1.07% 25
2024
Q2 		$7.71M Sell
69,414
-14,698
-17% -$1.64M 0.95% 27
2024
Q1 		$9.27M Hold
84,112
– – 1.14% 27
2023
Q4 		$9.27M Buy
84,112
+10,566
+14% +$1.08M 1.14% 27
2023
Q3 		$7.3M Sell
73,546
-1,832
-2% -$197K 0.91% 31
2023
Q2 		$8.29M Sell
75,378
-497
-0.7% -$55.4K 0.99% 28
2023
Q1 		$8.31M Buy
75,875
+489
+0.6% +$54.8K 1.11% 26
2022
Q4 		$8.86M Buy
75,386
+30,287
+67% +$3.43M 1.11% 25
2022
Q3 		$5.19M Hold
45,099
– – 0.74% 37
2022
Q2 		$5.72M Sell
45,099
-22,322
-33% -$2.91M 0.72% 41
2022
Q1 		$8.91M Buy
+67,421
New +$8.22M 0.94% 32
2021
Q4 		– Sell
-92,409
Closed -$10.3M – 147
2021
Q3 		$10.3M Sell
92,409
-16,172
-15% -$1.9M 0.98% 32
2021
Q2 		$12M Buy
108,581
+31,078
+40% +$3.63M 1.07% 30
2021
Q1 		$8.78M Buy
77,503
+11,662
+18% +$1.22M 0.78% 40
2020
Q4 		$6.8M Buy
+65,841
New +$6.94M 0.65% 47

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beach Investment Counsel's DTE Position: Q1 2025 in Review

Beach Investment Counsel reduced its DTE Energy (DTE) stake by 3.1% in Q1 2025, selling an estimated $245K and leaving 59,650 shares worth $8.25M. The position accounts for 1.21% of the portfolio, ranked #24.

Beach Investment Counsel first reported a position in DTE in Q4 2020 and has held it in 17 quarters since. The position peaked at $12M in Q2 2021. 922 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

  • Beach Investment Counsel held 59,650 shares of DTE Energy worth $8.25M as of Q1 2025.
  • Beach Investment Counsel sold 1,918 DTE Energy shares in Q1 2025, an estimated $245K.
  • DTE Energy made up 1.21% of Beach Investment Counsel's portfolio in Q1 2025, its #24 holding.
  • Beach Investment Counsel first reported a position in DTE Energy in Q4 2020 and has held it in 17 quarters since.
  • Beach Investment Counsel's DTE Energy position peaked at $12M in Q2 2021.
  • 922 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.