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Ritter Daniher Financial Advisory’s DTE Energy DTE Stock Holding History

Ritter Daniher Financial Advisory’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
2026
Q1 		$10.2K Hold
70
– – ﹤0.01% 431
2025
Q4 		$9K Hold
70
– – ﹤0.01% 451
2025
Q3 		$9.87K Hold
70
– – ﹤0.01% 326
2025
Q2 		$9.24K Hold
70
– – ﹤0.01% 265
2025
Q1 		$9.65K Hold
70
– – ﹤0.01% 250
2024
Q4 		$8.42K Hold
70
– – ﹤0.01% 245
2024
Q3 		$8.96K Hold
70
– – ﹤0.01% 243
2024
Q2 		$7.75K Hold
70
– – ﹤0.01% 242
2024
Q1 		$7.82K Hold
70
– – ﹤0.01% 231
2023
Q4 		$7.69K Hold
70
– – ﹤0.01% 248
2023
Q3 		$6.93K Hold
70
– – ﹤0.01% 252
2023
Q2 		$7.68K Hold
70
– – ﹤0.01% 232
2023
Q1 		$7.64K Hold
70
– – ﹤0.01% 219
2022
Q4 		$8.2K Buy
+70
New +$7.94K ﹤0.01% 213

Other funds holding DTE

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return