Journey Strategic Wealth’s DTE Energy DTE Stock Holding History

Journey Strategic 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 Q4	–	Sell	-1,481	Closed	-$209K	–	787
2025 Q3	$209K	Buy	+1,481	New	+$203K	0.01%	652

Other funds holding DTE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Journey Strategic Wealth's DTE Position: Q4 2025 in Review

Journey Strategic Wealth sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 1,481 shares — an estimated $209K sold.

Journey Strategic Wealth first reported a position in DTE in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

Journey Strategic Wealth reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
Journey Strategic Wealth sold 1,481 DTE Energy shares in Q4 2025, an estimated $209K.
Journey Strategic Wealth first reported a position in DTE Energy in Q3 2025 and held it in 1 quarter.
Journey Strategic Wealth's DTE Energy position peaked at $209K in Q3 2025.
961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Journey Strategic Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.