Rise Advisors’s DTE Energy DTE Stock Holding History

Rise 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 Q4	–	Sell	-239	Closed	-$33.8K	–	483
2025 Q3	$33.8K	Buy	239 +6	+3%	+$822	0.01%	348
2025 Q2	$30.9K	Buy	233 +1	+0.4%	+$134	0.01%	332
2025 Q1	$32K	Sell	232 -48	-17%	-$6.13K	0.01%	311
2024 Q4	$33.8K	Buy	280 +2	+0.7%	+$247	0.02%	342
2024 Q3	$35.7K	Buy	278 +3	+1%	+$362	0.02%	330
2024 Q2	$30.6K	Buy	275 +2	+0.7%	+$224	0.02%	363
2024 Q1	$30.6K	Buy	273 +129	+90%	+$13.9K	0.02%	375
2023 Q4	$15.9K	Buy	144 +1	+0.7%	+$102	0.01%	272
2023 Q3	$14.2K	Buy	143 +1	+0.7%	+$108	0.01%	273
2023 Q2	$15.6K	Buy	142 +1	+0.7%	+$111	0.01%	273
2023 Q1	$15.4K	Buy	141 +2	+1%	+$224	0.01%	292
2022 Q4	$16.4K	Buy	139 +1	+0.7%	+$113	0.01%	273
2022 Q3	$16K	Buy	138 +1	+0.7%	+$129	0.01%	272
2022 Q2	$17K	Buy	137 +1	+0.7%	+$130	0.02%	259
2022 Q1	$18K	Buy	136 +1	+0.7%	+$122	0.02%	251
2021 Q4	$16.2K	Buy	+135	New	+$15.4K	0.02%	270

Other funds holding DTE

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

BlackRock New York $5.7T 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 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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

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

Janus Henderson Group

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return