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Mattson Financial Services’s DTE Energy DTE Stock Holding History

Mattson Financial Services’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 		– Sell
-293
Closed -$40.5K – 207
2025
Q1 		$40.5K Hold
293
– – 0.01% 188
2024
Q4 		$37.6K Buy
+293
New +$36.1K 0.01% 190

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

Mattson Financial Services's DTE Position: Q2 2025 in Review

Mattson Financial Services sold out of DTE Energy (DTE) in Q2 2025, closing a stake of 293 shares — an estimated $40.5K sold.

Mattson Financial Services first reported a position in DTE in Q4 2024 and held it in 2 quarters. The position peaked at $40.5K in Q1 2025. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

  • Mattson Financial Services reported no remaining DTE Energy position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 293 DTE Energy shares in Q2 2025, an estimated $40.5K.
  • Mattson Financial Services first reported a position in DTE Energy in Q4 2024 and held it in 2 quarters.
  • Mattson Financial Services's DTE Energy position peaked at $40.5K in Q1 2025.
  • 930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.