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Maridea Wealth Management’s DTE Energy DTE Stock Holding History

Maridea Wealth Management’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
Q3 		– Sell
-3,600
Closed -$477K – 425
2025
Q2 		$477K Buy
+3,600
New +$484K 0.12% 165

Other funds holding DTE

Vanguard Group
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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Maridea Wealth Management's DTE Position: Q3 2025 in Review

Maridea Wealth Management sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 3,600 shares — an estimated $477K sold.

Maridea Wealth Management first reported a position in DTE in Q2 2025 and held it in 1 quarter. The position peaked at $477K in Q2 2025. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • Maridea Wealth Management reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 3,600 DTE Energy shares in Q3 2025, an estimated $477K.
  • Maridea Wealth Management first reported a position in DTE Energy in Q2 2025 and held it in 1 quarter.
  • Maridea Wealth Management's DTE Energy position peaked at $477K in Q2 2025.
  • 920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Maridea Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.