MFG
DTE icon

Merit Financial Group’s DTE Energy DTE Stock Holding History

Merit Financial Group’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
2026
Q1 		$2.44M Buy
16,694
+6,177
+59% +$869K 0.02% 595
2025
Q4 		$1.36M Buy
10,517
+1,947
+23% +$264K 0.01% 796
2025
Q3 		$1.21M Buy
8,570
+1,344
+19% +$184K 0.01% 764
2025
Q2 		$957K Buy
7,226
+597
+9% +$80.3K 0.01% 813
2025
Q1 		$917K Buy
6,629
+1,486
+29% +$190K 0.01% 686
2024
Q4 		$621K Buy
5,143
+3,322
+182% +$410K 0.01% 645
2024
Q3 		$234K Sell
1,821
-831
-31% -$100K 0.01% 744
2024
Q2 		$294K Buy
2,652
+66
+3% +$7.38K 0.01% 738
2024
Q1 		$292K Buy
2,586
+154
+6% +$16.6K 0.01% 717
2023
Q4 		$268K Buy
2,432
+399
+20% +$40.9K 0.01% 648
2023
Q3 		$202K Buy
2,033
+35
+2% +$3.77K 0.01% 694
2023
Q2 		$220K Buy
+1,998
New +$223K 0.01% 676

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VCM
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VPM
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State Street
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Capital World Investors
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Geode Capital Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $653B AUM 32.41% 1-Year Est. Return