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LifeWealth Investments’s DTE Energy DTE Stock Holding History

LifeWealth Investments’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
-2,823
Closed -$399K – 172
2025
Q3 		$399K Buy
2,823
+7
+0.2% +$959 0.06% 180
2025
Q2 		$373K Buy
2,816
+374
+15% +$50.3K 0.06% 183
2025
Q1 		$338K Buy
+2,442
New +$312K 0.07% 163

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

LifeWealth Investments's DTE Position: Q4 2025 in Review

LifeWealth Investments sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 2,823 shares — an estimated $399K sold.

LifeWealth Investments first reported a position in DTE in Q1 2025 and held it in 3 quarters. The position peaked at $399K in Q3 2025. 958 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • LifeWealth Investments reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
  • LifeWealth Investments sold 2,823 DTE Energy shares in Q4 2025, an estimated $399K.
  • LifeWealth Investments first reported a position in DTE Energy in Q1 2025 and held it in 3 quarters.
  • LifeWealth Investments's DTE Energy position peaked at $399K in Q3 2025.
  • 958 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.