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Ridgewood Investments’s DTE Energy DTE Stock Holding History

Ridgewood Investments’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
-276
Closed -$36.6K – 334
2025
Q2 		$36.6K Hold
276
– – 0.02% 376
2025
Q1 		$38.2K Hold
276
– – 0.02% 349
2024
Q4 		$33.3K Hold
276
– – 0.02% 372
2024
Q3 		$35.4K Sell
276
-1
-0.4% -$121 0.02% 362
2024
Q2 		$30.7K Buy
+277
New +$31K 0.02% 394
2023
Q3 		– Sell
-272
Closed -$30K – 332
2023
Q2 		$30K Sell
272
-68
-20% -$7.58K 0.02% 402
2023
Q1 		$37.2K Buy
+340
New +$38.1K 0.02% 384

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

Ridgewood Investments's DTE Position: Q3 2025 in Review

Ridgewood Investments sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 276 shares — an estimated $36.6K sold.

Ridgewood Investments first reported a position in DTE in Q1 2023 and held it in 7 quarters. The position peaked at $38.2K in Q1 2025. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • Ridgewood Investments reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 276 DTE Energy shares in Q3 2025, an estimated $36.6K.
  • Ridgewood Investments first reported a position in DTE Energy in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's DTE Energy position peaked at $38.2K in Q1 2025.
  • 920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.