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Private Wealth Asset Management’s DTE Energy DTE Stock Holding History

Private Wealth Asset 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
Q2 		– Sell
-14
Closed -$1.94K – 1140
2025
Q1 		$1.94K Buy
+14
New +$1.79K ﹤0.01% 795

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Private Wealth Asset Management's DTE Position: Q2 2025 in Review

Private Wealth Asset Management sold out of DTE Energy (DTE) in Q2 2025, closing a stake of 14 shares — an estimated $1.94K sold.

Private Wealth Asset Management first reported a position in DTE in Q1 2025 and held it in 1 quarter. The position peaked at $1.94K in Q1 2025. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

  • Private Wealth Asset Management reported no remaining DTE Energy position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 14 DTE Energy shares in Q2 2025, an estimated $1.94K.
  • Private Wealth Asset Management first reported a position in DTE Energy in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's DTE Energy position peaked at $1.94K in Q1 2025.
  • 930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.