OPS
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Orion Portfolio Solutions’s DTE Energy DTE Stock Holding History

Orion Portfolio Solutions’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
Q1 		$846K Buy
6,120
+378
+7% +$48.2K 0.01% 1172
2024
Q4 		$693K Buy
5,742
+1,618
+39% +$200K 0.01% 1224
2024
Q3 		$530K Sell
4,124
-85
-2% -$10.2K 0.01% 1319
2024
Q2 		$467K Buy
4,209
+536
+15% +$59.9K ﹤0.01% 1299
2024
Q1 		$412K Buy
3,673
+1,748
+91% +$189K ﹤0.01% 1351
2023
Q4 		$215K Sell
1,925
-2,764
-59% -$283K ﹤0.01% 1544
2023
Q3 		$466K Sell
4,689
-265
-5% -$28.5K 0.01% 1224
2023
Q2 		$545K Buy
4,954
+502
+11% +$55.9K 0.01% 1182
2023
Q1 		$488K Buy
+4,452
New +$499K 0.01% 1151
2020
Q3 		– Sell
-1,180
Closed -$108K – 844
2020
Q2 		$108K Sell
1,180
-487
-29% -$43.1K 0.01% 534
2020
Q1 		$135K Buy
1,667
+532
+47% +$54K 0.01% 393
2019
Q4 		$125K Buy
+1,135
New +$122K 0.01% 375

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orion Portfolio Solutions's DTE Position: Q1 2025 in Review

Orion Portfolio Solutions increased its DTE Energy (DTE) stake by 6.6% in Q1 2025, buying an estimated $48.2K and bringing the position to 6,120 shares worth $846K. The position accounts for 0.01% of the portfolio, ranked #1172.

Orion Portfolio Solutions first reported a position in DTE in Q4 2019 and has held it in 12 quarters since. 921 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

  • Orion Portfolio Solutions held 6,120 shares of DTE Energy worth $846K as of Q1 2025.
  • Orion Portfolio Solutions bought 378 DTE Energy shares in Q1 2025, an estimated $48.2K.
  • DTE Energy made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1172 holding.
  • Orion Portfolio Solutions first reported a position in DTE Energy in Q4 2019 and has held it in 12 quarters since.
  • 921 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.