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 $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Bellwether Advisors's DTE Position: Q3 2025 in Review

Bellwether Advisors sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 75 shares — an estimated $9.94K sold.

Bellwether Advisors first reported a position in DTE in Q4 2020 and held it in 13 quarters. The position peaked at $16K in Q3 2022. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

Bellwether Advisors reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 75 DTE Energy shares in Q3 2025, an estimated $9.94K.
Bellwether Advisors first reported a position in DTE Energy in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's DTE Energy position peaked at $16K in Q3 2022.
920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.