Lee, Danner & Bass’s DTE Energy DTE Stock Holding History

Lee, Danner & Bass’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	-8	Closed	-$966	–	344
2024 Q4	$966	Buy	+8	New	+$987	﹤0.01%	714

Other funds holding DTE

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lee, Danner & Bass's DTE Position: Q1 2025 in Review

Lee, Danner & Bass sold out of DTE Energy (DTE) in Q1 2025, closing a stake of 8 shares — an estimated $966 sold.

Lee, Danner & Bass first reported a position in DTE in Q4 2024 and held it in 1 quarter. The position peaked at $966 in Q4 2024. 921 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

Lee, Danner & Bass reported no remaining DTE Energy position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 8 DTE Energy shares in Q1 2025, an estimated $966.
Lee, Danner & Bass first reported a position in DTE Energy in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's DTE Energy position peaked at $966 in Q4 2024.
921 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.