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Legacy Capital Wealth Partners’s DTE Energy DTE Stock Holding History

Legacy Capital Wealth Partners’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
-1,433
Closed -$203K – 383
2025
Q3 		$203K Buy
+1,433
New +$196K 0.04% 367
2025
Q2 		– Sell
-1,495
Closed -$207K – 376
2025
Q1 		$207K Buy
+1,495
New +$191K 0.05% 336
2024
Q4 		– Sell
-1,626
Closed -$209K – 352
2024
Q3 		$209K Buy
+1,626
New +$196K 0.04% 341

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Legacy Capital Wealth Partners's DTE Position: Q4 2025 in Review

Legacy Capital Wealth Partners sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 1,433 shares — an estimated $203K sold.

Legacy Capital Wealth Partners first reported a position in DTE in Q3 2024 and held it in 3 quarters. The position peaked at $209K in Q3 2024. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • Legacy Capital Wealth Partners reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 1,433 DTE Energy shares in Q4 2025, an estimated $203K.
  • Legacy Capital Wealth Partners first reported a position in DTE Energy in Q3 2024 and held it in 3 quarters.
  • Legacy Capital Wealth Partners's DTE Energy position peaked at $209K in Q3 2024.
  • 961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.