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SageView Advisory Group’s DTE Energy DTE Stock Holding History

SageView Advisory Group’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 		$265K Sell
2,051
-56
-3% -$7.61K 0.01% 516
2025
Q3 		$298K Sell
2,107
-2,010
-49% -$275K 0.01% 518
2025
Q2 		$565K Sell
4,117
-8
-0.2% -$1.08K 0.02% 348
2025
Q1 		$570K Sell
4,125
-142
-3% -$18.1K 0.02% 323
2024
Q4 		$515K Buy
4,267
+487
+13% +$60.1K 0.02% 340
2024
Q3 		$485K Sell
3,780
-902
-19% -$109K 0.02% 303
2024
Q2 		$520K Sell
4,682
-1,434
-23% -$160K 0.02% 331
2024
Q1 		$686K Sell
6,116
-589
-9% -$63.6K 0.03% 260
2023
Q4 		$701K Buy
6,705
+1,580
+31% +$162K 0.03% 324
2023
Q3 		$509K Sell
5,125
-63
-1% -$6.78K 0.03% 326
2023
Q2 		$571K Buy
+5,188
New +$578K 0.03% 329

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $240B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

SageView Advisory Group's DTE Position: Q4 2025 in Review

SageView Advisory Group reduced its DTE Energy (DTE) stake by 2.7% in Q4 2025, selling an estimated $7.61K and leaving 2,051 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #516.

SageView Advisory Group first reported a position in DTE in Q2 2023 and has held it in 11 quarters since. The position peaked at $701K in Q4 2023. 959 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • SageView Advisory Group held 2,051 shares of DTE Energy worth $265K as of Q4 2025.
  • SageView Advisory Group sold 56 DTE Energy shares in Q4 2025, an estimated $7.61K.
  • DTE Energy made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #516 holding.
  • SageView Advisory Group first reported a position in DTE Energy in Q2 2023 and has held it in 11 quarters since.
  • SageView Advisory Group's DTE Energy position peaked at $701K in Q4 2023.
  • 959 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.