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Schechter Investment Advisors’s DTE Energy DTE Stock Holding History

Schechter Investment 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
Q1 		$734K Buy
5,309
+18
+0.3% +$2.3K 0.06% 282
2024
Q4 		$639K Buy
5,291
+77
+1% +$9.5K 0.05% 334
2024
Q3 		$670K Buy
5,214
+13
+0.2% +$1.57K 0.05% 335
2024
Q2 		$577K Buy
+5,201
New +$581K 0.04% 342

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Schechter Investment Advisors's DTE Position: Q1 2025 in Review

Schechter Investment Advisors increased its DTE Energy (DTE) stake by 0.34% in Q1 2025, buying an estimated $2.3K and bringing the position to 5,309 shares worth $734K. The position accounts for 0.06% of the portfolio, ranked #282.

Schechter Investment Advisors first reported a position in DTE in Q2 2024 and has held it in 4 quarters since. 921 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

  • Schechter Investment Advisors held 5,309 shares of DTE Energy worth $734K as of Q1 2025.
  • Schechter Investment Advisors bought 18 DTE Energy shares in Q1 2025, an estimated $2.3K.
  • DTE Energy made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #282 holding.
  • Schechter Investment Advisors first reported a position in DTE Energy in Q2 2024 and has held it in 4 quarters since.
  • 921 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.