Iconiq Capital’s DTE Energy DTE Stock Holding History

Iconiq Capital’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	-2,015	Closed	-$267K	–	190
2025 Q2	$267K	Buy	2,015 +11	+0.5%	+$1.48K	﹤0.01%	314
2025 Q1	$277K	Buy	+2,004	New	+$256K	﹤0.01%	283

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

Iconiq Capital's DTE Position: Q3 2025 in Review

Iconiq Capital sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 2,015 shares — an estimated $267K sold.

Iconiq Capital first reported a position in DTE in Q1 2025 and held it in 2 quarters. The position peaked at $277K in Q1 2025. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

Iconiq Capital reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
Iconiq Capital sold 2,015 DTE Energy shares in Q3 2025, an estimated $267K.
Iconiq Capital first reported a position in DTE Energy in Q1 2025 and held it in 2 quarters.
Iconiq Capital's DTE Energy position peaked at $277K in Q1 2025.
920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.