Richard W. Paul & Associates’s DTE Energy DTE Stock Holding History

Richard W. Paul & Associates’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 Q1	–	Sell	-2,197	Closed	-$265K	–	391
2024 Q4	$265K	Hold	2,197	–	–	0.1%	157
2024 Q3	$282K	Sell	2,197 -1,159	-35%	-$140K	0.1%	153
2024 Q2	$373K	Sell	3,356 -45	-1%	-$5.03K	0.14%	134
2024 Q1	$381K	Hold	3,401	–	–	0.15%	138
2023 Q4	$375K	Hold	3,401	–	–	0.16%	129
2023 Q3	$338K	Hold	3,401	–	–	0.15%	128
2023 Q2	$374K	Hold	3,401	–	–	0.16%	136
2023 Q1	$373K	Hold	3,401	–	–	0.17%	131
2022 Q4	$400K	Buy	+3,401	New	+$386K	0.2%	110

Other funds holding DTE

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Richard W. Paul & Associates's DTE Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of DTE Energy (DTE) in Q1 2025, closing a stake of 2,197 shares — an estimated $265K sold.

Richard W. Paul & Associates first reported a position in DTE in Q4 2022 and held it in 9 quarters. The position peaked at $400K in Q4 2022. 921 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

Richard W. Paul & Associates reported no remaining DTE Energy position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 2,197 DTE Energy shares in Q1 2025, an estimated $265K.
Richard W. Paul & Associates first reported a position in DTE Energy in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's DTE Energy position peaked at $400K in Q4 2022.
921 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.