Financial Gravity Asset Management’s DTE Energy DTE Stock Holding History

Financial Gravity Asset 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	$40.5K	Buy	+293	New	+$37.4K	0.01%	349
2024 Q2	–	Sell	-3	Closed	-$345	–	1510
2024 Q1	$345	Hold	3	–	–	﹤0.01%	883
2023 Q4	$337	Buy	+3	New	+$307	﹤0.01%	960
2021 Q3	$112K	Hold	2	–	–	0.05%	323
2021 Q2	$130K	Buy	+2	New	+$234	0.05%	285
2020 Q4	$1K	Buy	+7	New	+$738	﹤0.01%	392
2019 Q4	–	Hold	0	–	–	–	229
2019 Q3	–	Sell	-2	Closed	-$221	–	1273
2019 Q2	$0	Sell	2 -4	-67%	-$429	﹤0.01%	1323
2019 Q1	$1K	Buy	+6	New	+$606	﹤0.01%	1077
2018 Q3	$0	Sell	4 -18	-82%	-$1.68K	﹤0.01%	1444
2018 Q2	$2K	Sell	22 -4	-15%	-$346	﹤0.01%	966
2018 Q1	$2K	Buy	+26	New	+$2.28K	﹤0.01%	936

Other funds holding DTE

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Gravity Asset Management's DTE Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in DTE Energy (DTE) in Q1 2025: 293 shares worth $40.5K. The stake represents 0.01% of the portfolio and ranks #349 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in DTE as recently as Q1 2024.

Financial Gravity Asset Management first reported a position in DTE in Q1 2018 and has held it in 11 quarters since. The position peaked at $130K in Q2 2021. 921 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

Financial Gravity Asset Management held 293 shares of DTE Energy worth $40.5K as of Q1 2025.
DTE Energy was a new Financial Gravity Asset Management position in Q1 2025.
DTE Energy made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #349 holding.
Financial Gravity Asset Management first reported a position in DTE Energy in Q1 2018 and has held it in 11 quarters since.
Financial Gravity Asset Management's DTE Energy position peaked at $130K in Q2 2021.
921 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.