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Legacy Investment Solutions’s DTE Energy DTE Stock Holding History

Legacy Investment Solutions’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
Q2 		$35.1K Buy
+265
New +$35.6K 0.02% 186
2024
Q4 		$31.3K Hold
255
– – 0.02% 159
2024
Q3 		$30.2K Buy
+255
New +$30.7K 0.02% 162

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Legacy Investment Solutions's DTE Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in DTE Energy (DTE) in Q2 2025: 265 shares worth $35.1K. The stake represents 0.02% of the portfolio and ranks #186 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in DTE as recently as Q4 2024.

Legacy Investment Solutions first reported a position in DTE in Q3 2024 and has held it in 3 quarters since. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

  • Legacy Investment Solutions held 265 shares of DTE Energy worth $35.1K as of Q2 2025.
  • DTE Energy was a new Legacy Investment Solutions position in Q2 2025.
  • DTE Energy made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #186 holding.
  • Legacy Investment Solutions first reported a position in DTE Energy in Q3 2024 and has held it in 3 quarters since.
  • 930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.