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PBMares Wealth Management’s DTE Energy DTE Stock Holding History

PBMares Wealth Management’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 		$325K Hold
2,301
– – 0.05% 143
2025
Q2 		$305K Hold
2,301
– – 0.06% 145
2025
Q1 		$318K Hold
2,301
– – 0.06% 145
2024
Q4 		$278K Hold
2,301
– – 0.06% 155
2024
Q3 		$295K Hold
2,301
– – 0.06% 148
2024
Q2 		$255K Hold
2,301
– – 0.06% 157
2024
Q1 		$258K Hold
2,301
– – 0.07% 155
2023
Q4 		$254K Buy
2,301
+100
+5% +$10.2K 0.08% 149
2023
Q3 		$219K Hold
2,201
– – 0.08% 155
2023
Q2 		$242K Hold
2,201
– – 0.09% 150
2023
Q1 		$241K Hold
2,201
– – 0.09% 151
2022
Q4 		$259K Buy
+2,201
New +$250K 0.1% 135

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

PBMares Wealth Management's DTE Position: Q3 2025 in Review

PBMares Wealth Management held its DTE Energy (DTE) position steady in Q3 2025 at 2,301 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #143.

PBMares Wealth Management first reported a position in DTE in Q4 2022 and has held it in 12 quarters since. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • PBMares Wealth Management held 2,301 shares of DTE Energy worth $325K as of Q3 2025.
  • PBMares Wealth Management left its DTE Energy share count unchanged in Q3 2025.
  • DTE Energy made up 0.05% of PBMares Wealth Management's portfolio in Q3 2025, its #143 holding.
  • PBMares Wealth Management first reported a position in DTE Energy in Q4 2022 and has held it in 12 quarters since.
  • 920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.