Carolinas Wealth Consulting’s DTE Energy DTE Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-21	Closed	-$2.9K	–	244
2025 Q1	$2.9K	Sell	21 -3	-13%	-$383	﹤0.01%	706
2024 Q4	$2.92K	Buy	24 +5	+26%	+$617	﹤0.01%	743
2024 Q3	$2.46K	Buy	19 +5	+36%	+$603	﹤0.01%	778
2024 Q2	$1.55K	Hold	14	–	–	﹤0.01%	842
2024 Q1	$1.58K	Hold	14	–	–	﹤0.01%	827
2023 Q4	$1.56K	Hold	14	–	–	﹤0.01%	768
2023 Q3	$1.35K	Hold	14	–	–	﹤0.01%	783
2023 Q2	$1.55K	Hold	14	–	–	﹤0.01%	850
2023 Q1	$1.55K	Hold	14	–	–	﹤0.01%	843
2022 Q4	$1.66K	Sell	14 -58	-81%	-$6.58K	﹤0.01%	831
2022 Q3	$8K	Buy	72 +58	+414%	+$7.49K	﹤0.01%	595
2022 Q2	$2K	Hold	14	–	–	﹤0.01%	753
2022 Q1	$2K	Hold	14	–	–	﹤0.01%	790
2021 Q4	$2K	Hold	14	–	–	﹤0.01%	818
2021 Q3	$2K	Sell	14 -2	-13%	-$235	﹤0.01%	783
2021 Q2	$2K	Hold	16	–	–	﹤0.01%	799
2021 Q1	$2K	Hold	16	–	–	﹤0.01%	805
2020 Q4	$2K	Hold	16	–	–	﹤0.01%	737
2020 Q3	$2K	Buy	16 +10	+167%	+$977	﹤0.01%	688
2020 Q2	$1K	Buy	+6	New	+$531	﹤0.01%	555

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Carolinas Wealth Consulting's DTE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of DTE Energy (DTE) in Q2 2025, closing a stake of 21 shares — an estimated $2.9K sold.

Carolinas Wealth Consulting first reported a position in DTE in Q2 2020 and held it in 20 quarters. The position peaked at $8K in Q3 2022. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

Carolinas Wealth Consulting reported no remaining DTE Energy position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 21 DTE Energy shares in Q2 2025, an estimated $2.9K.
Carolinas Wealth Consulting first reported a position in DTE Energy in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's DTE Energy position peaked at $8K in Q3 2022.
930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.