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Fortis Group Advisors’s DTE Energy DTE Stock Holding History

Fortis Group 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
Q1 		– Sell
-3,119
Closed -$377K – 503
2024
Q4 		$377K Hold
3,119
– – 0.07% 147
2024
Q3 		$400K Hold
3,119
– – 0.07% 143
2024
Q2 		$346K Hold
3,119
– – 0.07% 144
2024
Q1 		$350K Hold
3,119
– – 0.06% 151
2023
Q4 		$342K Hold
3,119
– – 0.08% 93
2023
Q3 		$342K Hold
3,119
– – 0.1% 86
2023
Q2 		$343K Hold
3,119
– – 0.09% 98
2023
Q1 		$351K Buy
+3,119
New +$349K 0.11% 84

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fortis Group Advisors's DTE Position: Q1 2025 in Review

Fortis Group Advisors sold out of DTE Energy (DTE) in Q1 2025, closing a stake of 3,119 shares — an estimated $377K sold.

Fortis Group Advisors first reported a position in DTE in Q1 2023 and held it in 8 quarters. The position peaked at $400K in Q3 2024. 921 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

  • Fortis Group Advisors reported no remaining DTE Energy position as of Q1 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 3,119 DTE Energy shares in Q1 2025, an estimated $377K.
  • Fortis Group Advisors first reported a position in DTE Energy in Q1 2023 and held it in 8 quarters.
  • Fortis Group Advisors's DTE Energy position peaked at $400K in Q3 2024.
  • 921 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on Fortis Group Advisors's 13F filing for Q1 2025, filed 2 May 2025.