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Ruedi Wealth Management’s DTE Energy DTE Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-26
Closed -$3.6K – 130
2025
Q1 		$3.6K Hold
26
– – ﹤0.01% 237
2024
Q4 		$3.14K Hold
26
– – ﹤0.01% 243
2024
Q3 		$3.34K Sell
26
-5
-16% -$603 ﹤0.01% 244
2024
Q2 		$3.44K Buy
31
+5
+19% +$559 ﹤0.01% 282
2024
Q1 		$2.92K Hold
26
– – ﹤0.01% 223
2023
Q4 		$2.87K Hold
26
– – ﹤0.01% 198
2023
Q3 		$2.58K Hold
26
– – ﹤0.01% 176
2023
Q2 		$2.86K Hold
26
– – ﹤0.01% 182
2023
Q1 		$2.85K Hold
26
– – ﹤0.01% 211
2022
Q4 		$3.06K Buy
+26
New +$2.95K ﹤0.01% 197

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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 $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Ruedi Wealth Management's DTE Position: Q2 2025 in Review

Ruedi Wealth Management sold out of DTE Energy (DTE) in Q2 2025, closing a stake of 26 shares — an estimated $3.6K sold.

Ruedi Wealth Management first reported a position in DTE in Q4 2022 and held it in 10 quarters. The position peaked at $3.6K in Q1 2025. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

  • Ruedi Wealth Management reported no remaining DTE Energy position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 26 DTE Energy shares in Q2 2025, an estimated $3.6K.
  • Ruedi Wealth Management first reported a position in DTE Energy in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's DTE Energy position peaked at $3.6K in Q1 2025.
  • 930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.