Farther Finance Advisors’s DTE Energy DTE Stock Holding History

Farther Finance Advisors’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	$1.54M	Buy	10,493 +1,977	+23%	+$278K	0.01%	766
2025 Q4	$1.1M	Buy	8,516 +1,457	+21%	+$198K	0.01%	843
2025 Q3	$998K	Buy	7,059 +1,051	+17%	+$144K	0.02%	729
2025 Q2	$796K	Buy	6,008 +1,737	+41%	+$234K	0.02%	695
2025 Q1	$589K	Buy	4,271 +1,473	+53%	+$188K	0.02%	716
2024 Q4	$338K	Sell	2,798 -790	-22%	-$97.4K	0.01%	752
2024 Q3	$461K	Buy	3,588 +81	+2%	+$9.77K	0.02%	622
2024 Q2	$383K	Buy	3,507 +2,154	+159%	+$241K	0.02%	582
2024 Q1	$150K	Sell	1,353 -7	-0.5%	-$755	0.01%	796
2023 Q4	$150K	Buy	1,360 +316	+30%	+$32.4K	0.01%	652
2023 Q3	$104K	Buy	1,044 +716	+218%	+$77K	0.02%	543
2023 Q2	$36.1K	Buy	328 +211	+180%	+$23.5K	0.01%	776
2023 Q1	$12.8K	Buy	117 +27	+30%	+$3.02K	﹤0.01%	1035
2022 Q4	$10.6K	Buy	+90	New	+$10.2K	﹤0.01%	928

Other funds holding DTE

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return