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My Legacy Advisors’s DTE Energy DTE Stock Holding History

My Legacy 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
Q2 		$522K Sell
3,908
-224
-5% -$30.1K 0.19% 137
2025
Q1 		$571K Buy
4,132
+95
+2% +$12.1K 0.22% 129
2024
Q4 		$487K Buy
4,037
+327
+9% +$40.3K 0.19% 133
2024
Q3 		$476K Sell
3,710
-620
-14% -$74.8K 0.19% 133
2024
Q2 		$481K Buy
4,330
+590
+16% +$66K 0.15% 146
2024
Q1 		$419K Buy
3,740
+200
+6% +$21.6K 0.14% 167
2023
Q4 		$382K Buy
3,540
+510
+17% +$52.3K 0.14% 168
2023
Q3 		$293K Buy
+3,030
New +$326K 0.12% 172

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

My Legacy Advisors's DTE Position: Q2 2025 in Review

My Legacy Advisors reduced its DTE Energy (DTE) stake by 5.4% in Q2 2025, selling an estimated $30.1K and leaving 3,908 shares worth $522K. The position accounts for 0.19% of the portfolio, ranked #137.

My Legacy Advisors first reported a position in DTE in Q3 2023 and has held it in 8 quarters since. The position peaked at $571K in Q1 2025. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

  • My Legacy Advisors held 3,908 shares of DTE Energy worth $522K as of Q2 2025.
  • My Legacy Advisors sold 224 DTE Energy shares in Q2 2025, an estimated $30.1K.
  • DTE Energy made up 0.19% of My Legacy Advisors's portfolio in Q2 2025, its #137 holding.
  • My Legacy Advisors first reported a position in DTE Energy in Q3 2023 and has held it in 8 quarters since.
  • My Legacy Advisors's DTE Energy position peaked at $571K in Q1 2025.
  • 930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.