FA
DTE icon

Fermata Advisors’s DTE Energy DTE Stock Holding History

Fermata 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
2025
Q3 		– Sell
-1,971
Closed -$261K – 215
2025
Q2 		$261K Buy
1,971
+62
+3% +$8.34K 0.07% 188
2025
Q1 		$264K Buy
1,909
+17
+0.9% +$2.17K 0.05% 236
2024
Q4 		$228K Buy
1,892
+15
+0.8% +$1.85K 0.04% 240
2024
Q3 		$241K Buy
1,877
+17
+0.9% +$2.05K 0.05% 209
2024
Q2 		$206K Buy
1,860
+18
+1% +$2.01K 0.05% 212
2024
Q1 		$207K Buy
1,842
+11
+0.6% +$1.19K 0.05% 193
2023
Q4 		$202K Buy
+1,831
New +$188K 0.05% 177
2023
Q1 		– Sell
-1,774
Closed -$208K – 106
2022
Q4 		$208K Buy
1,774
+5
+0.3% +$567 0.06% 131
2022
Q3 		$204K Sell
1,769
-13
-0.7% -$1.68K 0.07% 127
2022
Q2 		$226K Sell
1,782
-60
-3% -$7.83K 0.08% 141
2022
Q1 		$244K Buy
1,842
+79
+4% +$9.64K 0.09% 145
2021
Q4 		$211K Buy
+1,763
New +$202K 0.08% 177
2021
Q3 		– Sell
-2,057
Closed -$227K – 178
2021
Q2 		$227K Buy
+2,057
New +$241K 0.13% 132

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

Fermata Advisors's DTE Position: Q3 2025 in Review

Fermata Advisors sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 1,971 shares — an estimated $261K sold.

Fermata Advisors first reported a position in DTE in Q2 2021 and held it in 13 quarters. The position peaked at $264K in Q1 2025. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • Fermata Advisors reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
  • Fermata Advisors sold 1,971 DTE Energy shares in Q3 2025, an estimated $261K.
  • Fermata Advisors first reported a position in DTE Energy in Q2 2021 and held it in 13 quarters.
  • Fermata Advisors's DTE Energy position peaked at $264K in Q1 2025.
  • 920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Fermata Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.