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Sivia Capital Partners’s DTE Energy DTE Stock Holding History

Sivia Capital Partners’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
-1,534
Closed -$203K – 485
2025
Q2 		$203K Buy
+1,534
New +$206K 0.07% 406

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sivia Capital Partners's DTE Position: Q3 2025 in Review

Sivia Capital Partners sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 1,534 shares — an estimated $203K sold.

Sivia Capital Partners first reported a position in DTE in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • Sivia Capital Partners reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
  • Sivia Capital Partners sold 1,534 DTE Energy shares in Q3 2025, an estimated $203K.
  • Sivia Capital Partners first reported a position in DTE Energy in Q2 2025 and held it in 1 quarter.
  • Sivia Capital Partners's DTE Energy position peaked at $203K in Q2 2025.
  • 920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Sivia Capital Partners's 13F filing for Q3 2025, filed 20 Oct 2025.