Grey Fox Wealth Advisors’s DTE Energy DTE Stock Holding History

Grey Fox Wealth 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	-22	Closed	-$3.13K	–	262
2025 Q3	$3.13K	Buy	+22	New	+$3.01K	﹤0.01%	516

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Grey Fox Wealth Advisors's DTE Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 22 shares — an estimated $3.13K sold.

Grey Fox Wealth Advisors first reported a position in DTE in Q3 2025 and held it in 1 quarter. The position peaked at $3.13K in Q3 2025. 959 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 22 DTE Energy shares in Q4 2025, an estimated $3.13K.
Grey Fox Wealth Advisors first reported a position in DTE Energy in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's DTE Energy position peaked at $3.13K in Q3 2025.
959 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.