Financial Engines Advisors’s DTE Energy DTE Stock Holding History

Financial Engines 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 Q4	–	Sell	-1,444	Closed	-$204K	–	545
2025 Q3	$204K	Buy	+1,444	New	+$198K	﹤0.01%	526
2021 Q3	–	Sell	-1,837	Closed	-$203K	–	271
2021 Q2	$203K	Sell	1,837 -91	-5%	-$10.6K	﹤0.01%	203
2021 Q1	$219K	Sell	1,928 -6,659	-78%	-$699K	﹤0.01%	254
2020 Q4	$895K	Sell	8,587 -994	-10%	-$105K	﹤0.01%	119
2020 Q3	$945K	Sell	9,581 -108	-1%	-$10.6K	﹤0.01%	111
2020 Q2	$894K	Buy	9,689 +849	+10%	+$75.1K	﹤0.01%	106
2020 Q1	$721K	Buy	8,840 +1,205	+16%	+$122K	﹤0.01%	105
2019 Q4	$850K	Buy	7,635 +2	+0%	+$216	﹤0.01%	98
2019 Q3	$870K	Buy	+7,633	New	+$844K	﹤0.01%	88
2017 Q3	–	Sell	-391,438	Closed	-$35.2M	–	101
2017 Q2	$35.2M	Buy	+391,438	New	+$35.5M	1.62%	7

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Financial Engines Advisors's DTE Position: Q4 2025 in Review

Financial Engines Advisors sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 1,444 shares — an estimated $204K sold.

Financial Engines Advisors first reported a position in DTE in Q2 2017 and held it in 10 quarters. The position peaked at $35.2M in Q2 2017. 958 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

Financial Engines Advisors reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
Financial Engines Advisors sold 1,444 DTE Energy shares in Q4 2025, an estimated $204K.
Financial Engines Advisors first reported a position in DTE Energy in Q2 2017 and held it in 10 quarters.
Financial Engines Advisors's DTE Energy position peaked at $35.2M in Q2 2017.
958 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Financial Engines Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.