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Sage Mountain Advisors’s DTE Energy DTE Stock Holding History

Sage Mountain 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
2026
Q1 		– Sell
-1,559
Closed -$201K – 374
2025
Q4 		$201K Sell
1,559
-1,579
-50% -$214K 0.01% 475
2025
Q3 		$444K Buy
3,138
+572
+22% +$78.4K 0.03% 298
2025
Q2 		$340K Buy
2,566
+269
+12% +$36.2K 0.02% 300
2025
Q1 		$318K Sell
2,297
-273
-11% -$34.8K 0.02% 292
2024
Q4 		$310K Buy
2,570
+768
+43% +$94.7K 0.02% 285
2024
Q3 		$231K Buy
+1,802
New +$217K 0.02% 354

Other funds holding DTE

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
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 $432B 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 $1.02T AUM 30.18% 1-Year Est. Return

Sage Mountain Advisors's DTE Position: Q1 2026 in Review

Sage Mountain Advisors sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 1,559 shares — an estimated $201K sold.

Sage Mountain Advisors first reported a position in DTE in Q3 2024 and held it in 6 quarters. The position peaked at $444K in Q3 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Sage Mountain Advisors reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,559 DTE Energy shares in Q1 2026, an estimated $201K.
  • Sage Mountain Advisors first reported a position in DTE Energy in Q3 2024 and held it in 6 quarters.
  • Sage Mountain Advisors's DTE Energy position peaked at $444K in Q3 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.