Montag & Associates’s DTE Energy DTE Stock Holding History

Montag & Associates’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	-42	Closed	-$6.05K	–	1020
2025 Q3	$6.05K	Hold	42	–	–	﹤0.01%	805
2025 Q2	$5.67K	Buy	+42	New	+$5.65K	﹤0.01%	790

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Montag & Associates's DTE Position: Q4 2025 in Review

Montag & Associates sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 42 shares — an estimated $6.05K sold.

Montag & Associates first reported a position in DTE in Q2 2025 and held it in 2 quarters. The position peaked at $6.05K in Q3 2025. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

Montag & Associates reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 42 DTE Energy shares in Q4 2025, an estimated $6.05K.
Montag & Associates first reported a position in DTE Energy in Q2 2025 and held it in 2 quarters.
Montag & Associates's DTE Energy position peaked at $6.05K in Q3 2025.
961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.