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Cerro Pacific Wealth Advisors’s DTE Energy DTE Stock Holding History

Cerro Pacific Wealth 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
Q2 		– Sell
-5,569
Closed -$672K – 163
2025
Q1 		$672K Buy
5,569
+21
+0.4% +$2.68K 0.22% 84
2024
Q4 		$712K Sell
5,548
-242
-4% -$29.9K 0.24% 81
2024
Q3 		$643K Hold
5,790
– – 0.24% 83
2024
Q2 		$643K Buy
+5,790
New +$647K 0.25% 84
2023
Q1 		$518K Buy
4,728
+2,048
+76% +$229K 0.29% 86
2022
Q4 		$315K Buy
+2,680
New +$304K 0.17% 127

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Cerro Pacific Wealth Advisors's DTE Position: Q2 2025 in Review

Cerro Pacific Wealth Advisors sold out of DTE Energy (DTE) in Q2 2025, closing a stake of 5,569 shares — an estimated $672K sold.

Cerro Pacific Wealth Advisors first reported a position in DTE in Q4 2022 and held it in 6 quarters. The position peaked at $712K in Q4 2024. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

  • Cerro Pacific Wealth Advisors reported no remaining DTE Energy position as of Q2 2025 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 5,569 DTE Energy shares in Q2 2025, an estimated $672K.
  • Cerro Pacific Wealth Advisors first reported a position in DTE Energy in Q4 2022 and held it in 6 quarters.
  • Cerro Pacific Wealth Advisors's DTE Energy position peaked at $712K in Q4 2024.
  • 930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.