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Oak Harbor Wealth Partners’s DTE Energy DTE Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-3,165
Closed -$438K – 251
2025
Q1 		$438K Buy
+3,165
New +$404K 0.13% 131

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Capital Research Global Investors
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State Street
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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

Oak Harbor Wealth Partners's DTE Position: Q2 2025 in Review

Oak Harbor Wealth Partners sold out of DTE Energy (DTE) in Q2 2025, closing a stake of 3,165 shares — an estimated $438K sold.

Oak Harbor Wealth Partners first reported a position in DTE in Q1 2025 and held it in 1 quarter. The position peaked at $438K in Q1 2025. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

  • Oak Harbor Wealth Partners reported no remaining DTE Energy position as of Q2 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 3,165 DTE Energy shares in Q2 2025, an estimated $438K.
  • Oak Harbor Wealth Partners first reported a position in DTE Energy in Q1 2025 and held it in 1 quarter.
  • Oak Harbor Wealth Partners's DTE Energy position peaked at $438K in Q1 2025.
  • 930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.