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HHM Wealth Advisors’s DTE Energy DTE Stock Holding History

HHM 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
Q1 		– Sell
-6
Closed -$725 – 957
2024
Q4 		$725 Buy
+6
New +$740 ﹤0.01% 887
2022
Q2 		– Sell
-421
Closed -$56K – 789
2022
Q1 		$56K Buy
+421
New +$51.4K 0.01% 292

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HHM Wealth Advisors's DTE Position: Q1 2025 in Review

HHM Wealth Advisors sold out of DTE Energy (DTE) in Q1 2025, closing a stake of 6 shares — an estimated $725 sold.

HHM Wealth Advisors first reported a position in DTE in Q1 2022 and held it in 2 quarters. The position peaked at $56K in Q1 2022. 921 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

  • HHM Wealth Advisors reported no remaining DTE Energy position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 6 DTE Energy shares in Q1 2025, an estimated $725.
  • HHM Wealth Advisors first reported a position in DTE Energy in Q1 2022 and held it in 2 quarters.
  • HHM Wealth Advisors's DTE Energy position peaked at $56K in Q1 2022.
  • 921 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.