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Bleakley Financial Group’s DTE Energy DTE Stock Holding History

Bleakley Financial Group’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
-4,345
Closed -$525K – 638
2024
Q4 		$525K Buy
4,345
+96
+2% +$11.8K 0.02% 608
2024
Q3 		$546K Buy
4,249
+54
+1% +$6.51K 0.02% 581
2024
Q2 		$466K Sell
4,195
-137
-3% -$15.3K 0.01% 635
2024
Q1 		$486K Sell
4,332
-4
-0.1% -$432 0.01% 624
2023
Q4 		$478K Buy
4,336
+2
+0% +$205 0.02% 600
2023
Q3 		$430K Buy
4,334
+533
+14% +$57.3K 0.02% 577
2023
Q2 		$418K Buy
3,801
+481
+14% +$53.6K 0.01% 634
2023
Q1 		$364K Buy
3,320
+527
+19% +$59K 0.01% 656
2022
Q4 		$328K Buy
+2,793
New +$317K 0.01% 674

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

Bleakley Financial Group's DTE Position: Q1 2025 in Review

Bleakley Financial Group sold out of DTE Energy (DTE) in Q1 2025, closing a stake of 4,345 shares — an estimated $525K sold.

Bleakley Financial Group first reported a position in DTE in Q4 2022 and held it in 9 quarters. The position peaked at $546K in Q3 2024. 921 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

  • Bleakley Financial Group reported no remaining DTE Energy position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 4,345 DTE Energy shares in Q1 2025, an estimated $525K.
  • Bleakley Financial Group first reported a position in DTE Energy in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's DTE Energy position peaked at $546K in Q3 2024.
  • 921 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.