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Impact Partnership Wealth’s DTE Energy DTE Stock Holding History

Impact Partnership Wealth’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
-5,644
Closed -$748K – 326
2025
Q2 		$748K Sell
5,644
-3,805
-40% -$512K 0.14% 75
2025
Q1 		$1.31M Buy
+9,449
New +$1.21M 0.28% 35
2024
Q2 		– Sell
-1,000
Closed -$112K – 331
2024
Q1 		$112K Hold
1,000
– – 0.04% 242
2023
Q4 		$110K Sell
1,000
-455
-31% -$46.6K 0.04% 232
2023
Q3 		$144K Buy
1,455
+600
+70% +$64.6K 0.05% 235
2023
Q2 		$94.1K Buy
+855
New +$95.3K 0.03% 193

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Impact Partnership Wealth's DTE Position: Q3 2025 in Review

Impact Partnership Wealth sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 5,644 shares — an estimated $748K sold.

Impact Partnership Wealth first reported a position in DTE in Q2 2023 and held it in 6 quarters. The position peaked at $1.31M in Q1 2025. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • Impact Partnership Wealth reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 5,644 DTE Energy shares in Q3 2025, an estimated $748K.
  • Impact Partnership Wealth first reported a position in DTE Energy in Q2 2023 and held it in 6 quarters.
  • Impact Partnership Wealth's DTE Energy position peaked at $1.31M in Q1 2025.
  • 920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Impact Partnership Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.