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Prossimo Advisors’s DTE Energy DTE Stock Holding History

Prossimo Advisors’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
-2,215
Closed -$293K – 55
2025
Q2 		$293K Sell
2,215
-110
-5% -$14.8K 0.24% 105
2025
Q1 		$321K Buy
2,325
+19
+0.8% +$2.42K 0.24% 106
2024
Q4 		$278K Buy
2,306
+11
+0.5% +$1.36K 0.2% 117
2024
Q3 		$295K Buy
2,295
+40
+2% +$4.82K 0.22% 118
2024
Q2 		$250K Buy
+2,255
New +$252K 0.23% 115

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

Prossimo Advisors's DTE Position: Q3 2025 in Review

Prossimo Advisors sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 2,215 shares — an estimated $293K sold.

Prossimo Advisors first reported a position in DTE in Q2 2024 and held it in 5 quarters. The position peaked at $321K in Q1 2025. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • Prossimo Advisors reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 2,215 DTE Energy shares in Q3 2025, an estimated $293K.
  • Prossimo Advisors first reported a position in DTE Energy in Q2 2024 and held it in 5 quarters.
  • Prossimo Advisors's DTE Energy position peaked at $321K in Q1 2025.
  • 920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.