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Quotient Wealth Partners’s DTE Energy DTE Stock Holding History

Quotient Wealth Partners’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
Q4 		– Sell
-1,637
Closed -$232K – 365
2025
Q3 		$232K Sell
1,637
-38
-2% -$5.21K 0.01% 326
2025
Q2 		$222K Sell
1,675
-132
-7% -$17.7K 0.01% 325
2025
Q1 		$250K Sell
1,807
-388
-18% -$49.5K 0.01% 289
2024
Q4 		$265K Sell
2,195
-558
-20% -$68.8K 0.01% 268
2024
Q3 		$354K Sell
2,753
-116
-4% -$14K 0.01% 222
2024
Q2 		$318K Buy
+2,869
New +$321K 0.01% 241

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
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Quotient Wealth Partners's DTE Position: Q4 2025 in Review

Quotient Wealth Partners sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 1,637 shares — an estimated $232K sold.

Quotient Wealth Partners first reported a position in DTE in Q2 2024 and held it in 6 quarters. The position peaked at $354K in Q3 2024. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • Quotient Wealth Partners reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 1,637 DTE Energy shares in Q4 2025, an estimated $232K.
  • Quotient Wealth Partners first reported a position in DTE Energy in Q2 2024 and held it in 6 quarters.
  • Quotient Wealth Partners's DTE Energy position peaked at $354K in Q3 2024.
  • 961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Quotient Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.