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PharVision Advisers’s DTE Energy DTE Stock Holding History

PharVision Advisers’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
-2,928
Closed -$388K – 695
2025
Q2 		$388K Buy
+2,928
New +$394K 0.56% 30
2025
Q1 		– Sell
-5,208
Closed -$629K – 335
2024
Q4 		$629K Buy
+5,208
New +$642K 0.53% 22

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

PharVision Advisers's DTE Position: Q3 2025 in Review

PharVision Advisers sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 2,928 shares — an estimated $388K sold.

PharVision Advisers first reported a position in DTE in Q4 2024 and held it in 2 quarters. The position peaked at $629K in Q4 2024. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • PharVision Advisers reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
  • PharVision Advisers sold 2,928 DTE Energy shares in Q3 2025, an estimated $388K.
  • PharVision Advisers first reported a position in DTE Energy in Q4 2024 and held it in 2 quarters.
  • PharVision Advisers's DTE Energy position peaked at $629K in Q4 2024.
  • 920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on PharVision Advisers's 13F filing for Q3 2025, filed 17 Nov 2025.