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Focus Partners Advisor Solutions’s DTE Energy DTE Stock Holding History

Focus Partners Advisor Solutions’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
-3,346
Closed -$470K – 1139
2025
Q3 		$470K Sell
3,346
-1,312
-28% -$180K 0.01% 755
2025
Q2 		$617K Sell
4,658
-2,593
-36% -$349K 0.01% 606
2025
Q1 		$1M Buy
7,251
+368
+5% +$47K 0.02% 382
2024
Q4 		$831K Sell
6,883
-1,826
-21% -$225K 0.01% 366
2024
Q3 		$1.12M Sell
8,709
-3,364
-28% -$406K 0.02% 274
2024
Q2 		$1.34M Buy
12,073
+7,518
+165% +$840K 0.04% 207
2024
Q1 		$511K Buy
+4,555
New +$491K 0.01% 356
2023
Q4 		– Sell
-4,435
Closed -$440K – 427
2023
Q3 		$440K Buy
+4,435
New +$477K 0.02% 282

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return