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Cherry Tree Wealth Management’s DTE Energy DTE Stock Holding History

Cherry Tree Wealth Management’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
Q4 		– Sell
-9
Closed -$1.27K – 605
2025
Q3 		$1.27K Hold
9
– – ﹤0.01% 531
2025
Q2 		$1.19K Hold
9
– – ﹤0.01% 547
2025
Q1 		$1.25K Hold
9
– – ﹤0.01% 671
2024
Q4 		$1.09K Hold
9
– – ﹤0.01% 570
2024
Q3 		$1.16K Hold
9
– – ﹤0.01% 560
2024
Q2 		$1K Hold
9
– – ﹤0.01% 545
2024
Q1 		$1.01K Hold
9
– – ﹤0.01% 546
2023
Q4 		$993 Hold
9
– – ﹤0.01% 540
2023
Q3 		$894 Hold
9
– – ﹤0.01% 533
2023
Q2 		$991 Buy
+9
New +$1K ﹤0.01% 538

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cherry Tree Wealth Management's DTE Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 9 shares — an estimated $1.27K sold.

Cherry Tree Wealth Management first reported a position in DTE in Q2 2023 and held it in 10 quarters. The position peaked at $1.27K in Q3 2025. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 9 DTE Energy shares in Q4 2025, an estimated $1.27K.
  • Cherry Tree Wealth Management first reported a position in DTE Energy in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's DTE Energy position peaked at $1.27K in Q3 2025.
  • 961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.