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Dynamic Advisor Solutions’s DTE Energy DTE Stock Holding History

Dynamic Advisor Solutions’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
-1,518
Closed -$215K – 958
2025
Q3 		$215K Buy
+1,518
New +$208K 0.01% 880
2024
Q2 		– Sell
-1,957
Closed -$220K – 959
2024
Q1 		$220K Sell
1,957
-25
-1% -$2.7K 0.01% 839
2023
Q4 		$219K Buy
+1,982
New +$203K 0.01% 810

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dynamic Advisor Solutions's DTE Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 1,518 shares — an estimated $215K sold.

Dynamic Advisor Solutions first reported a position in DTE in Q4 2023 and held it in 3 quarters. The position peaked at $220K in Q1 2024. 958 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 1,518 DTE Energy shares in Q4 2025, an estimated $215K.
  • Dynamic Advisor Solutions first reported a position in DTE Energy in Q4 2023 and held it in 3 quarters.
  • Dynamic Advisor Solutions's DTE Energy position peaked at $220K in Q1 2024.
  • 958 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.