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Financial Gravity Companies’s DTE Energy DTE Stock Holding History

Financial Gravity Companies’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
Q2 		$38.8K Buy
+293
New +$39.4K 0.01% 337
2024
Q4 		$35.4K Buy
+293
New +$36.1K 0.01% 345
2018
Q4 		$1K Buy
+7
New +$683 ﹤0.01% 1068
2018
Q1 		$2K Buy
26
+1
+4% +$88 ﹤0.01% 936
2017
Q4 		$2K Buy
+25
New +$2.38K ﹤0.01% 916

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Financial Gravity Companies's DTE Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in DTE Energy (DTE) in Q2 2025: 293 shares worth $38.8K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DTE as recently as Q4 2024.

Financial Gravity Companies first reported a position in DTE in Q4 2017 and has held it in 5 quarters since. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

  • Financial Gravity Companies held 293 shares of DTE Energy worth $38.8K as of Q2 2025.
  • DTE Energy was a new Financial Gravity Companies position in Q2 2025.
  • DTE Energy made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #337 holding.
  • Financial Gravity Companies first reported a position in DTE Energy in Q4 2017 and has held it in 5 quarters since.
  • 930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.