Puff Wealth Management’s DTE Energy DTE Stock Holding History

Puff Wealth 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 Q3	–	Sell	-154	Closed	-$20.4K	–	81
2025 Q2	$20.4K	Buy	+154	New	+$20.7K	0.01%	110

Other funds holding DTE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Puff Wealth Management's DTE Position: Q3 2025 in Review

Puff Wealth Management sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 154 shares — an estimated $20.4K sold.

Puff Wealth Management first reported a position in DTE in Q2 2025 and held it in 1 quarter. The position peaked at $20.4K in Q2 2025. 921 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

Puff Wealth Management reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
Puff Wealth Management sold 154 DTE Energy shares in Q3 2025, an estimated $20.4K.
Puff Wealth Management first reported a position in DTE Energy in Q2 2025 and held it in 1 quarter.
Puff Wealth Management's DTE Energy position peaked at $20.4K in Q2 2025.
921 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Puff Wealth Management's 13F filing for Q3 2025, filed 6 Oct 2025.