EWM
DTE icon

EPG Wealth Management’s DTE Energy DTE Stock Holding History

EPG 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
Q1 		– Sell
-5,534
Closed -$668K – 423
2024
Q4 		$668K Buy
5,534
+69
+1% +$8.51K 0.18% 138
2024
Q3 		$702K Buy
+5,465
New +$659K 0.18% 136
2024
Q2 		– Sell
-6,101
Closed -$682K – 145
2024
Q1 		$684K Buy
6,101
+130
+2% +$14K 0.17% 147
2023
Q4 		$623K Buy
5,971
+263
+5% +$26.9K 0.16% 144
2023
Q3 		$567K Sell
5,708
-597
-9% -$64.2K 0.17% 140
2023
Q2 		$694K Sell
6,305
-33
-0.5% -$3.68K 0.21% 120
2023
Q1 		$694K Buy
6,338
+2,897
+84% +$324K 0.22% 107
2022
Q4 		$404K Buy
3,441
+213
+7% +$24.1K 0.15% 122
2022
Q3 		$371K Buy
3,228
+387
+14% +$50K 0.15% 133
2022
Q2 		$360K Buy
2,841
+19
+0.7% +$2.48K 0.15% 143
2022
Q1 		$373K Buy
2,822
+259
+10% +$31.6K 0.13% 148
2021
Q4 		$306K Buy
2,563
+201
+9% +$23K 0.11% 170
2021
Q3 		$264K Sell
2,362
-258
-10% -$30.3K 0.11% 170
2021
Q2 		$289K Buy
2,620
+312
+14% +$36.5K 0.12% 155
2021
Q1 		$262K Buy
2,308
+283
+14% +$29.7K 0.13% 153
2020
Q4 		$209K Buy
+2,025
New +$213K 0.13% 148
2020
Q2 		– Sell
-8
Closed -$1K – 293
2020
Q1 		$1K Buy
+8
New +$812 ﹤0.01% 730

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $1.02T AUM 30.18% 1-Year Est. Return

EPG Wealth Management's DTE Position: Q1 2025 in Review

EPG Wealth Management sold out of DTE Energy (DTE) in Q1 2025, closing a stake of 5,534 shares — an estimated $668K sold.

EPG Wealth Management first reported a position in DTE in Q1 2020 and held it in 17 quarters. The position peaked at $702K in Q3 2024. 921 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

  • EPG Wealth Management reported no remaining DTE Energy position as of Q1 2025 after selling out during the quarter.
  • EPG Wealth Management sold 5,534 DTE Energy shares in Q1 2025, an estimated $668K.
  • EPG Wealth Management first reported a position in DTE Energy in Q1 2020 and held it in 17 quarters.
  • EPG Wealth Management's DTE Energy position peaked at $702K in Q3 2024.
  • 921 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on EPG Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.