Beacon Capital Management LLC (Tennessee)’s DTE Energy DTE Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-6	Closed	-$815	–	356
2025 Q2	$815	Hold	6	–	–	﹤0.01%	1001
2025 Q1	$844	Hold	6	–	–	﹤0.01%	1052
2024 Q4	$730	Hold	6	–	–	﹤0.01%	1011
2024 Q3	$770	Hold	6	–	–	﹤0.01%	1129
2024 Q2	$666	Sell	6 -8	-57%	-$894	﹤0.01%	980
2024 Q1	$1.57K	Sell	14 -217	-94%	-$23.4K	﹤0.01%	910
2023 Q4	$22.9K	Hold	231	–	–	0.01%	360
2023 Q3	$25.4K	Hold	231	–	–	0.01%	371
2023 Q2	$25.4K	Hold	231	–	–	0.01%	371
2023 Q1	$25.3K	Hold	231	–	–	0.01%	329
2022 Q4	$27.1K	Sell	231 -38	-14%	-$4.31K	0.01%	322
2022 Q3	$34K	Buy	269 +38	+16%	+$4.91K	0.01%	266
2022 Q2	$31K	Hold	231	–	–	0.01%	308
2022 Q1	$31K	Buy	+231	New	+$28.2K	0.01%	308

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

Beacon Capital Management LLC (Tennessee)'s DTE Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 6 shares — an estimated $815 sold.

Beacon Capital Management LLC (Tennessee) first reported a position in DTE in Q1 2022 and held it in 14 quarters. The position peaked at $34K in Q3 2022. 921 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 6 DTE Energy shares in Q3 2025, an estimated $815.
Beacon Capital Management LLC (Tennessee) first reported a position in DTE Energy in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s DTE Energy position peaked at $34K in Q3 2022.
921 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.