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Davis Investment Partners’s DTE Energy DTE Stock Holding History

Davis Investment 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
2025
Q4 		– Sell
-4,157
Closed -$583K – 156
2025
Q3 		$583K Hold
4,157
– – 0.2% 84
2025
Q2 		$551K Sell
4,157
-617
-13% -$83K 0.2% 98
2025
Q1 		$636K Buy
+4,774
New +$609K 0.28% 66

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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

Davis Investment Partners's DTE Position: Q4 2025 in Review

Davis Investment Partners sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 4,157 shares — an estimated $583K sold.

Davis Investment Partners first reported a position in DTE in Q1 2025 and held it in 3 quarters. The position peaked at $636K in Q1 2025. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • Davis Investment Partners reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
  • Davis Investment Partners sold 4,157 DTE Energy shares in Q4 2025, an estimated $583K.
  • Davis Investment Partners first reported a position in DTE Energy in Q1 2025 and held it in 3 quarters.
  • Davis Investment Partners's DTE Energy position peaked at $636K in Q1 2025.
  • 961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Davis Investment Partners's 13F filing for Q4 2025, filed 6 Jan 2026.