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Marshall & Sterling Wealth Advisors’s DTE Energy DTE Stock Holding History

Marshall & Sterling Wealth Advisors’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
-64
Closed -$9.05K – 423
2025
Q3 		$9.05K Hold
64
– – 0.01% 368
2025
Q2 		$8.48K Hold
64
– – 0.01% 367
2025
Q1 		$8.85K Buy
+64
New +$8.17K 0.01% 339

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

Marshall & Sterling Wealth Advisors's DTE Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 64 shares — an estimated $9.05K sold.

Marshall & Sterling Wealth Advisors first reported a position in DTE in Q1 2025 and held it in 3 quarters. The position peaked at $9.05K in Q3 2025. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 64 DTE Energy shares in Q4 2025, an estimated $9.05K.
  • Marshall & Sterling Wealth Advisors first reported a position in DTE Energy in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's DTE Energy position peaked at $9.05K in Q3 2025.
  • 961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.