Envestnet Portfolio Solutions
DTE icon

Envestnet Portfolio Solutions’s DTE Energy DTE Stock Holding History

Envestnet Portfolio 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
2026
Q1 		$590K Sell
4,037
-2,086
-34% -$293K ﹤0.01% 825
2025
Q4 		$790K Buy
6,123
+148
+2% +$20.1K ﹤0.01% 852
2025
Q3 		$845K Sell
5,975
-298
-5% -$40.8K ﹤0.01% 798
2025
Q2 		$831K Buy
6,273
+714
+13% +$96K ﹤0.01% 873
2025
Q1 		$769K Sell
5,559
-294
-5% -$37.5K ﹤0.01% 879
2024
Q4 		$707K Buy
5,853
+233
+4% +$28.7K ﹤0.01% 1077
2024
Q3 		$722K Buy
5,620
+606
+12% +$73.1K ﹤0.01% 1029
2024
Q2 		$557K Buy
5,014
+222
+5% +$24.8K ﹤0.01% 1095
2024
Q1 		$537K Buy
4,792
+1,789
+60% +$193K ﹤0.01% 1094
2023
Q4 		$331K Buy
3,003
+157
+6% +$16.1K ﹤0.01% 1246
2023
Q3 		$283K Buy
+2,846
New +$306K ﹤0.01% 1259

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VPM
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State Street
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Capital World Investors
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Geode Capital Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return