Sierra Ocean’s DTE Energy DTE Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-47	Closed	-$6.28K	–	302
2025 Q2	$6.28K	Buy	47 +8	+21%	+$1.08K	﹤0.01%	553
2025 Q1	$5.45K	Hold	39	–	–	﹤0.01%	569
2024 Q4	$4.76K	Buy	+39	New	+$4.81K	﹤0.01%	599

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sierra Ocean's DTE Position: Q3 2025 in Review

Sierra Ocean sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 47 shares — an estimated $6.28K sold.

Sierra Ocean first reported a position in DTE in Q4 2024 and held it in 3 quarters. The position peaked at $6.28K in Q2 2025. 921 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

Sierra Ocean reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 47 DTE Energy shares in Q3 2025, an estimated $6.28K.
Sierra Ocean first reported a position in DTE Energy in Q4 2024 and held it in 3 quarters.
Sierra Ocean's DTE Energy position peaked at $6.28K in Q2 2025.
921 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.