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NewSquare Capital’s DTE Energy DTE Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-146
Closed -$19.3K – 463
2025
Q2 		$19.3K Buy
146
+40
+38% +$5.38K ﹤0.01% 489
2025
Q1 		$14.7K Buy
106
+99
+1,414% +$12.6K ﹤0.01% 446
2024
Q4 		$845 Buy
+7
New +$863 ﹤0.01% 675
2023
Q1 		– Sell
-10
Closed -$1.18K – 905
2022
Q4 		$1.18K Hold
10
– – ﹤0.01% 555
2022
Q3 		$1K Hold
10
– – ﹤0.01% 379
2022
Q2 		$1K Hold
10
– – ﹤0.01% 342
2022
Q1 		$1K Buy
+10
New +$1.22K ﹤0.01% 354

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

NewSquare Capital's DTE Position: Q3 2025 in Review

NewSquare Capital sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 146 shares — an estimated $19.3K sold.

NewSquare Capital first reported a position in DTE in Q1 2022 and held it in 7 quarters. The position peaked at $19.3K in Q2 2025. 921 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • NewSquare Capital reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 146 DTE Energy shares in Q3 2025, an estimated $19.3K.
  • NewSquare Capital first reported a position in DTE Energy in Q1 2022 and held it in 7 quarters.
  • NewSquare Capital's DTE Energy position peaked at $19.3K in Q2 2025.
  • 921 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.