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Sonora Investment Management Group’s DTE Energy DTE Stock Holding History

Sonora Investment Management 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
Q3 		$252K Buy
1,779
+180
+11% +$24.7K 0.02% 246
2025
Q2 		$212K Hold
1,599
– – 0.02% 265
2025
Q1 		$221K Sell
1,599
-75
-4% -$9.57K 0.02% 253
2024
Q4 		$202K Hold
1,674
– – 0.02% 268
2024
Q3 		$215K Buy
+1,674
New +$202K 0.02% 262
2023
Q3 		– Sell
-1,977
Closed -$218K – 272
2023
Q2 		$218K Buy
+1,977
New +$220K 0.02% 237

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sonora Investment Management Group's DTE Position: Q3 2025 in Review

Sonora Investment Management Group increased its DTE Energy (DTE) stake by 11% in Q3 2025, buying an estimated $24.7K and bringing the position to 1,779 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #246.

Sonora Investment Management Group first reported a position in DTE in Q2 2023 and has held it in 6 quarters since. 921 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • Sonora Investment Management Group held 1,779 shares of DTE Energy worth $252K as of Q3 2025.
  • Sonora Investment Management Group bought 180 DTE Energy shares in Q3 2025, an estimated $24.7K.
  • DTE Energy made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #246 holding.
  • Sonora Investment Management Group first reported a position in DTE Energy in Q2 2023 and has held it in 6 quarters since.
  • 921 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.