Petrus Trust Company’s DTE Energy DTE Stock Holding History

Petrus Trust Company’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	-2,587	Closed	-$358K	–	569
2025 Q1	$358K	Buy	+2,587	New	+$330K	0.03%	332
2023 Q2	–	Sell	-3,545	Closed	-$388K	–	622
2023 Q1	$388K	Buy	3,545 +878	+33%	+$98.3K	0.05%	185
2022 Q4	$313K	Buy	+2,667	New	+$302K	0.04%	247
2018 Q3	–	Sell	-2,359	Closed	-$208K	–	273
2018 Q2	$208K	Buy	+2,359	New	+$204K	0.04%	236

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Petrus Trust Company's DTE Position: Q2 2025 in Review

Petrus Trust Company sold out of DTE Energy (DTE) in Q2 2025, closing a stake of 2,587 shares — an estimated $358K sold.

Petrus Trust Company first reported a position in DTE in Q2 2018 and held it in 4 quarters. The position peaked at $388K in Q1 2023. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

Petrus Trust Company reported no remaining DTE Energy position as of Q2 2025 after selling out during the quarter.
Petrus Trust Company sold 2,587 DTE Energy shares in Q2 2025, an estimated $358K.
Petrus Trust Company first reported a position in DTE Energy in Q2 2018 and held it in 4 quarters.
Petrus Trust Company's DTE Energy position peaked at $388K in Q1 2023.
930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.