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Park Square Financial Group’s DTE Energy DTE Stock Holding History

Park Square Financial Group’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
-75
Closed -$9.94K – 443
2025
Q2 		$9.94K Hold
75
– – 0.01% 600
2025
Q1 		$10.4K Hold
75
– – 0.01% 591
2024
Q4 		$9.06K Buy
+75
New +$9.25K 0.01% 605

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

Park Square Financial Group's DTE Position: Q3 2025 in Review

Park Square Financial Group sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 75 shares — an estimated $9.94K sold.

Park Square Financial Group first reported a position in DTE in Q4 2024 and held it in 3 quarters. The position peaked at $10.4K in Q1 2025. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • Park Square Financial Group reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 75 DTE Energy shares in Q3 2025, an estimated $9.94K.
  • Park Square Financial Group first reported a position in DTE Energy in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's DTE Energy position peaked at $10.4K in Q1 2025.
  • 920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.