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Continuum Advisory’s DTE Energy DTE Stock Holding History

Continuum Advisory’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
-1,333
Closed -$184K – 707
2025
Q1 		$184K Sell
1,333
-110
-8% -$14K 0.02% 408
2024
Q4 		$174K Buy
1,443
+15
+1% +$1.85K 0.02% 410
2024
Q3 		$171K Sell
1,428
-56
-4% -$6.75K 0.02% 425
2024
Q2 		$165K Buy
1,484
+15
+1% +$1.68K 0.02% 399
2024
Q1 		$171K Buy
+1,469
New +$159K 0.03% 391

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Continuum Advisory's DTE Position: Q2 2025 in Review

Continuum Advisory sold out of DTE Energy (DTE) in Q2 2025, closing a stake of 1,333 shares — an estimated $184K sold.

Continuum Advisory first reported a position in DTE in Q1 2024 and held it in 5 quarters. The position peaked at $184K in Q1 2025. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

  • Continuum Advisory reported no remaining DTE Energy position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,333 DTE Energy shares in Q2 2025, an estimated $184K.
  • Continuum Advisory first reported a position in DTE Energy in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's DTE Energy position peaked at $184K in Q1 2025.
  • 930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.