Congress Wealth Management
DTE icon

Congress Wealth Management’s DTE Energy DTE Stock Holding History

Congress 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
Q2 		$724K Buy
5,464
+415
+8% +$55.8K 0.01% 807
2025
Q1 		$698K Buy
5,049
+515
+11% +$65.7K 0.01% 721
2024
Q4 		$548K Buy
4,534
+6
+0.1% +$740 0.01% 618
2024
Q3 		$582K Buy
+4,528
New +$546K 0.01% 609

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 $3.38T AUM 44.17% 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

Congress Wealth Management's DTE Position: Q2 2025 in Review

Congress Wealth Management increased its DTE Energy (DTE) stake by 8.2% in Q2 2025, buying an estimated $55.8K and bringing the position to 5,464 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #807.

Congress Wealth Management first reported a position in DTE in Q3 2024 and has held it in 4 quarters since. 931 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

  • Congress Wealth Management held 5,464 shares of DTE Energy worth $724K as of Q2 2025.
  • Congress Wealth Management bought 415 DTE Energy shares in Q2 2025, an estimated $55.8K.
  • DTE Energy made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #807 holding.
  • Congress Wealth Management first reported a position in DTE Energy in Q3 2024 and has held it in 4 quarters since.
  • 931 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.