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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
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 $3.38T AUM 44.17% 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

Rise Advisors's DTE Position: Q4 2025 in Review

Rise Advisors sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 239 shares — an estimated $33.8K sold.

Rise Advisors first reported a position in DTE in Q4 2021 and held it in 16 quarters. The position peaked at $35.7K in Q3 2024. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • Rise Advisors reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 239 DTE Energy shares in Q4 2025, an estimated $33.8K.
  • Rise Advisors first reported a position in DTE Energy in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's DTE Energy position peaked at $35.7K in Q3 2024.
  • 961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.