Global Financial Private Client’s DTE Energy DTE Stock Holding History

Global Financial Private Client’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	-17	Closed	-$2.35K	–	600
2025 Q1	$2.35K	Buy	17 +9	+113%	+$1.15K	﹤0.01%	829
2024 Q4	$966	Buy	8 +3	+60%	+$370	﹤0.01%	787
2024 Q3	$642	Hold	5	–	–	﹤0.01%	771
2024 Q2	$555	Hold	5	–	–	﹤0.01%	651
2024 Q1	$554	Hold	5	–	–	﹤0.01%	670
2023 Q4	$551	Hold	5	–	–	﹤0.01%	657
2023 Q3	$477	Hold	5	–	–	﹤0.01%	650
2023 Q2	$556	Hold	5	–	–	﹤0.01%	641
2023 Q1	$545	Hold	5	–	–	﹤0.01%	651
2022 Q4	$588	Hold	5	–	–	﹤0.01%	634
2022 Q3	$585	Hold	5	–	–	﹤0.01%	608
2022 Q2	$646	Hold	5	–	–	﹤0.01%	597
2022 Q1	$675	Hold	5	–	–	﹤0.01%	608
2021 Q4	$598	Hold	5	–	–	﹤0.01%	611
2021 Q3	$558	Sell	5 -1	-17%	-$117	﹤0.01%	570
2021 Q2	$559	Hold	6	–	–	﹤0.01%	575
2021 Q1	$665	Hold	6	–	–	﹤0.01%	537
2020 Q4	$607	Buy	+6	New	+$632	﹤0.01%	524

Other funds holding DTE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Global Financial Private Client's DTE Position: Q2 2025 in Review

Global Financial Private Client sold out of DTE Energy (DTE) in Q2 2025, closing a stake of 17 shares — an estimated $2.35K sold.

Global Financial Private Client first reported a position in DTE in Q4 2020 and held it in 18 quarters. The position peaked at $2.35K in Q1 2025. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

Global Financial Private Client reported no remaining DTE Energy position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 17 DTE Energy shares in Q2 2025, an estimated $2.35K.
Global Financial Private Client first reported a position in DTE Energy in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's DTE Energy position peaked at $2.35K in Q1 2025.
930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.