Frank Rimerman Advisors’s DTE Energy DTE Stock Holding History

Frank Rimerman 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	-2,421	Closed	-$342K	–	616
2025 Q3	$342K	Buy	+2,421	New	+$332K	0.02%	456

Other funds holding DTE

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Frank Rimerman Advisors's DTE Position: Q4 2025 in Review

Frank Rimerman Advisors sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 2,421 shares — an estimated $342K sold.

Frank Rimerman Advisors first reported a position in DTE in Q3 2025 and held it in 1 quarter. The position peaked at $342K in Q3 2025. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

Frank Rimerman Advisors reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
Frank Rimerman Advisors sold 2,421 DTE Energy shares in Q4 2025, an estimated $342K.
Frank Rimerman Advisors first reported a position in DTE Energy in Q3 2025 and held it in 1 quarter.
Frank Rimerman Advisors's DTE Energy position peaked at $342K in Q3 2025.
961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Frank Rimerman Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.