Bellwether Advisors’s DTE Energy DTE Stock Holding History

Bellwether Advisors’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	-75	Closed	-$9.94K	–	259
2025 Q2	$9.94K	Hold	75	–	–	﹤0.01%	372
2025 Q1	$10.4K	Hold	75	–	–	﹤0.01%	317
2024 Q4	$9.06K	Buy	+75	New	+$9.25K	﹤0.01%	346
2023 Q2	–	Sell	-75	Closed	-$8.21K	–	192
2023 Q1	$8.21K	Hold	75	–	–	﹤0.01%	285
2022 Q4	$8.81K	Sell	75 -66	-47%	-$7.48K	﹤0.01%	278
2022 Q3	$16K	Buy	141 +28	+25%	+$3.62K	0.01%	230
2022 Q2	$14K	Buy	113 +10	+10%	+$1.3K	﹤0.01%	232
2022 Q1	$13K	Hold	103	–	–	﹤0.01%	291
2021 Q4	$12K	Sell	103 -10	-9%	-$1.14K	﹤0.01%	315
2021 Q3	$12K	Buy	113 +25	+28%	+$2.93K	﹤0.01%	290
2021 Q2	$9K	Sell	88 -30	-25%	-$3.51K	﹤0.01%	275
2021 Q1	$13K	Hold	118	–	–	0.01%	229
2020 Q4	$12K	Buy	+118	New	+$12.4K	0.01%	222

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

T. Rowe Price Investment Management

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

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

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