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Lindbrook Capital’s DTE Energy DTE Stock Holding History

Lindbrook Capital’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 		$156K Buy
1,130
+176
+18% +$22.5K 0.01% 491
2024
Q4 		$115K Sell
954
-5
-0.5% -$617 0.01% 521
2024
Q3 		$123K Sell
959
-65
-6% -$7.84K 0.01% 499
2024
Q2 		$114K Buy
1,024
+57
+6% +$6.37K 0.01% 495
2024
Q1 		$108K Sell
967
-1
-0.1% -$108 0.01% 510
2023
Q4 		$107K Buy
968
+580
+149% +$59.4K 0.01% 505
2023
Q3 		$38.5K Sell
388
-102
-21% -$11K ﹤0.01% 781
2023
Q2 		$53.9K Buy
490
+124
+34% +$13.8K 0.01% 695
2023
Q1 		$40.1K Sell
366
-222
-38% -$24.9K ﹤0.01% 775
2022
Q4 		$69.1K Sell
588
-18
-3% -$2.04K 0.01% 583
2022
Q3 		$70K Buy
606
+36
+6% +$4.65K 0.01% 546
2022
Q2 		$72K Buy
570
+22
+4% +$2.87K 0.01% 536
2022
Q1 		$72K Sell
548
-14
-2% -$1.71K 0.01% 568
2021
Q4 		$67K Buy
562
+300
+115% +$34.3K 0.01% 624
2021
Q3 		$29K Sell
262
-46
-15% -$5.4K 0.01% 606
2021
Q2 		$34K Hold
308
– – 0.01% 593
2021
Q1 		$35K Sell
308
-41
-12% -$4.3K 0.01% 557
2020
Q4 		$36K Buy
349
+41
+13% +$4.32K 0.01% 492
2020
Q3 		$30K Sell
308
-303
-50% -$29.6K 0.01% 485
2020
Q2 		$56K Buy
611
+233
+62% +$20.6K 0.02% 338
2020
Q1 		$31K Sell
378
-87
-19% -$8.83K 0.01% 423
2019
Q4 		$51K Hold
465
– – 0.02% 439
2019
Q3 		$53K Hold
465
– – 0.02% 398
2019
Q2 		$50K Hold
465
– – 0.02% 425
2019
Q1 		$49K Hold
465
– – 0.02% 411
2018
Q4 		$43K Buy
+465
New +$45.4K 0.02% 390

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lindbrook Capital's DTE Position: Q1 2025 in Review

Lindbrook Capital increased its DTE Energy (DTE) stake by 18% in Q1 2025, buying an estimated $22.5K and bringing the position to 1,130 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #491.

Lindbrook Capital first reported a position in DTE in Q4 2018 and has held it in 26 quarters since. 922 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

  • Lindbrook Capital held 1,130 shares of DTE Energy worth $156K as of Q1 2025.
  • Lindbrook Capital bought 176 DTE Energy shares in Q1 2025, an estimated $22.5K.
  • DTE Energy made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #491 holding.
  • Lindbrook Capital first reported a position in DTE Energy in Q4 2018 and has held it in 26 quarters since.
  • 922 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.