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MGB Wealth Management’s DTE Energy DTE Stock Holding History

MGB 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
Q4 		– Sell
-3,198
Closed -$451K – 315
2025
Q3 		$451K Sell
3,198
-1,161
-27% -$159K 0.13% 136
2025
Q2 		$574K Buy
4,359
+387
+10% +$52K 0.19% 112
2025
Q1 		$543K Sell
3,972
-180
-4% -$23K 0.2% 116
2024
Q4 		$501K Hold
4,152
– – 0.16% 116
2024
Q3 		$530K Hold
4,152
– – 0.19% 114
2024
Q2 		$471K Sell
4,152
-2
-0% -$224 0.18% 119
2024
Q1 		$466K Hold
4,154
– – 0.19% 118
2023
Q4 		$458K Buy
+4,154
New +$426K 0.23% 116

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 $3.37T AUM 44.26% 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

MGB Wealth Management's DTE Position: Q4 2025 in Review

MGB Wealth Management sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 3,198 shares — an estimated $451K sold.

MGB Wealth Management first reported a position in DTE in Q4 2023 and held it in 8 quarters. The position peaked at $574K in Q2 2025. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • MGB Wealth Management reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
  • MGB Wealth Management sold 3,198 DTE Energy shares in Q4 2025, an estimated $451K.
  • MGB Wealth Management first reported a position in DTE Energy in Q4 2023 and held it in 8 quarters.
  • MGB Wealth Management's DTE Energy position peaked at $574K in Q2 2025.
  • 961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.