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Dynasty Wealth Management’s DTE Energy DTE Stock Holding History

Dynasty 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
Q3 		– Sell
-2,324
Closed -$308K – 320
2025
Q2 		$308K Sell
2,324
-1,204
-34% -$162K 0.01% 209
2025
Q1 		$319K Buy
3,528
+1,618
+85% +$206K 0.01% 222
2024
Q4 		$231K Buy
1,910
+63
+3% +$7.77K ﹤0.01% 242
2024
Q3 		$237K Sell
1,847
-8
-0.4% -$965 0.01% 213
2024
Q2 		$206K Buy
+1,855
New +$207K 0.01% 237

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dynasty Wealth Management's DTE Position: Q3 2025 in Review

Dynasty Wealth Management sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 2,324 shares — an estimated $308K sold.

Dynasty Wealth Management first reported a position in DTE in Q2 2024 and held it in 5 quarters. The position peaked at $319K in Q1 2025. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • Dynasty Wealth Management reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 2,324 DTE Energy shares in Q3 2025, an estimated $308K.
  • Dynasty Wealth Management first reported a position in DTE Energy in Q2 2024 and held it in 5 quarters.
  • Dynasty Wealth Management's DTE Energy position peaked at $319K in Q1 2025.
  • 920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.