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Glass Jacobson Investment Advisors’s DTE Energy DTE Stock Holding History

Glass Jacobson Investment 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
Q2 		– Sell
-8
Closed -$966 – 630
2025
Q1 		$966 Hold
8
– – ﹤0.01% 794
2024
Q4 		$966 Buy
+8
New +$987 ﹤0.01% 794
2023
Q3 		– Sell
-4
Closed -$441 – 808
2023
Q2 		$441 Buy
+4
New +$446 ﹤0.01% 762
2022
Q4 		$470 Buy
+4
New +$453 ﹤0.01% 796

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

Glass Jacobson Investment Advisors's DTE Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of DTE Energy (DTE) in Q2 2025, closing a stake of 8 shares — an estimated $966 sold.

Glass Jacobson Investment Advisors first reported a position in DTE in Q4 2022 and held it in 4 quarters. The position peaked at $966 in Q1 2025. 931 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining DTE Energy position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 8 DTE Energy shares in Q2 2025, an estimated $966.
  • Glass Jacobson Investment Advisors first reported a position in DTE Energy in Q4 2022 and held it in 4 quarters.
  • Glass Jacobson Investment Advisors's DTE Energy position peaked at $966 in Q1 2025.
  • 931 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.