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GeoWealth Management’s DTE Energy DTE Stock Holding History

GeoWealth 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
Q3 		– Sell
-643
Closed -$85.2K – 880
2025
Q2 		$85.2K Sell
643
-3,003
-82% -$404K ﹤0.01% 846
2025
Q1 		$504K Buy
3,646
+2,027
+125% +$259K 0.02% 419
2024
Q4 		$195K Buy
1,619
+625
+63% +$77.1K 0.01% 776
2024
Q3 		$128K Buy
+994
New +$120K ﹤0.01% 838

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

GeoWealth Management's DTE Position: Q3 2025 in Review

GeoWealth Management sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 643 shares — an estimated $85.2K sold.

GeoWealth Management first reported a position in DTE in Q3 2024 and held it in 4 quarters. The position peaked at $504K in Q1 2025. 921 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • GeoWealth Management reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 643 DTE Energy shares in Q3 2025, an estimated $85.2K.
  • GeoWealth Management first reported a position in DTE Energy in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's DTE Energy position peaked at $504K in Q1 2025.
  • 921 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.