PFS
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Prospera Financial Services’s DTE Energy DTE Stock Holding History

Prospera Financial Services’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
2026
Q1 		$1.02M Buy
6,977
+33
+0.5% +$4.64K 0.02% 704
2025
Q4 		$896K Buy
6,944
+928
+15% +$126K 0.01% 713
2025
Q3 		$851K Sell
6,016
-163
-3% -$22.3K 0.01% 745
2025
Q2 		$819K Buy
6,179
+1,672
+37% +$225K 0.02% 722
2025
Q1 		$623K Buy
4,507
+233
+5% +$29.7K 0.01% 702
2024
Q4 		$516K Buy
+4,274
New +$527K 0.01% 735
2023
Q2 		– Sell
-6,856
Closed -$751K – 1025
2023
Q1 		$751K Buy
+6,856
New +$768K 0.03% 500
2022
Q2 		– Sell
-630
Closed -$83K – 1859
2022
Q1 		$83K Buy
+630
New +$76.8K ﹤0.01% 1173
2020
Q4 		– Sell
-445
Closed -$44K – 894
2020
Q3 		$44K Buy
+445
New +$43.5K 0.02% 662

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VCM
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VPM
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State Street
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Capital World Investors
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Geode Capital Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return