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Ossiam’s DTE Energy DTE Stock Holding History

Ossiam’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
-336
Closed -$44.5K – 710
2025
Q2 		$44.5K Buy
+336
New +$45.2K ﹤0.01% 601
2023
Q4 		– Sell
-4,059
Closed -$403K – 661
2023
Q3 		$403K Sell
4,059
-122
-3% -$13.1K 0.01% 505
2023
Q2 		$460K Buy
+4,181
New +$466K 0.01% 457
2023
Q1 		– Sell
-1,953
Closed -$230K – 715
2022
Q4 		$230K Sell
1,953
-18,850
-91% -$2.14M 0.01% 461
2022
Q3 		$2.39M Sell
20,803
-766
-4% -$98.9K 0.07% 166
2022
Q2 		$2.73M Buy
+21,569
New +$2.81M 0.08% 147
2022
Q1 		– Sell
-30,299
Closed -$3.62M – 447
2021
Q4 		$3.62M Buy
30,299
+12,314
+68% +$1.41M 0.09% 147
2021
Q3 		$2.01M Sell
17,985
-4,448
-20% -$522K 0.06% 181
2021
Q2 		$2.24M Buy
+22,433
New +$2.62M 0.06% 176
2020
Q1 		– Sell
-38,674
Closed -$4.28M – 468
2019
Q4 		$4.28M Sell
38,674
-15,465
-29% -$1.67M 0.33% 63
2019
Q3 		$6.13M Sell
54,139
-23,577
-30% -$2.61M 0.43% 51
2019
Q2 		$8.46M Buy
77,716
+29,978
+63% +$3.22M 0.66% 34
2019
Q1 		$5.07M Buy
47,738
+15,605
+49% +$1.58M 0.42% 52
2018
Q4 		$3.02M Buy
+32,133
New +$3.14M 0.45% 66

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Ossiam's DTE Position: Q3 2025 in Review

Ossiam sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 336 shares — an estimated $44.5K sold.

Ossiam first reported a position in DTE in Q4 2018 and held it in 14 quarters. The position peaked at $8.46M in Q2 2019. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • Ossiam reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
  • Ossiam sold 336 DTE Energy shares in Q3 2025, an estimated $44.5K.
  • Ossiam first reported a position in DTE Energy in Q4 2018 and held it in 14 quarters.
  • Ossiam's DTE Energy position peaked at $8.46M in Q2 2019.
  • 920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Ossiam's 13F filing for Q3 2025, filed 14 Nov 2025.