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Consolidated Portfolio Review Corp’s DTE Energy DTE Stock Holding History

Consolidated Portfolio Review Corp’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
-1,623
Closed -$230K – 135
2025
Q3 		$230K Buy
1,623
+4
+0.2% +$548 0.03% 418
2025
Q2 		$214K Buy
1,619
+18
+1% +$2.42K 0.03% 419
2025
Q1 		$221K Buy
+1,601
New +$204K 0.04% 344
2024
Q4 		– Sell
-1,566
Closed -$201K – 377
2024
Q3 		$201K Buy
+1,566
New +$189K 0.04% 298

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
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

Consolidated Portfolio Review Corp's DTE Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 1,623 shares — an estimated $230K sold.

Consolidated Portfolio Review Corp first reported a position in DTE in Q3 2024 and held it in 4 quarters. The position peaked at $230K in Q3 2025. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 1,623 DTE Energy shares in Q4 2025, an estimated $230K.
  • Consolidated Portfolio Review Corp first reported a position in DTE Energy in Q3 2024 and held it in 4 quarters.
  • Consolidated Portfolio Review Corp's DTE Energy position peaked at $230K in Q3 2025.
  • 961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.