Concord Wealth Partners’s DTE Energy DTE Stock Holding History

Concord Wealth Partners’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
2026 Q1	–	Sell	-821	Closed	-$106K	–	345
2025 Q4	$106K	Hold	821	–	–	0.01%	249
2025 Q3	$116K	Hold	821	–	–	0.02%	246
2025 Q2	$109K	Hold	821	–	–	0.02%	260
2025 Q1	$114K	Hold	821	–	–	0.02%	234
2024 Q4	$99.1K	Hold	821	–	–	0.02%	251
2024 Q3	$105K	Hold	821	–	–	0.02%	257
2024 Q2	$91.1K	Hold	821	–	–	0.02%	251
2024 Q1	$92.1K	Hold	821	–	–	0.02%	280
2023 Q4	$90.5K	Hold	821	–	–	0.02%	285
2023 Q3	$81.5K	Hold	821	–	–	0.02%	309
2023 Q2	$90.3K	Hold	821	–	–	0.02%	286
2023 Q1	$89.9K	Hold	821	–	–	0.03%	267
2022 Q4	$96.5K	Buy	+821	New	+$93.1K	0.03%	260
2022 Q3	–	Sell	-821	Closed	-$104K	–	405
2022 Q2	$104K	Hold	821	–	–	0.03%	258
2022 Q1	$109K	Hold	821	–	–	0.03%	288
2021 Q4	$98K	Hold	821	–	–	0.02%	312
2021 Q3	$92K	Sell	821 -144	-15%	-$16.9K	0.04%	147
2021 Q2	$106K	Hold	965	–	–	0.03%	226
2021 Q1	$109K	Hold	965	–	–	0.04%	202
2020 Q4	$100K	Buy	+965	New	+$102K	0.08%	134

Other funds holding DTE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Janus Henderson Group

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return